Bonny DavisCRD Number: 3041579
Current Firm: Ameriprise Financial Services, Inc.
Bonny Davis (CRD# 3041579) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Upper Marlboro, MD and has over 19 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Ameriprise Financial Services Inc.||Upper Marlboro, MD||Apr 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV