Brian Davin (CRD# 6139016) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canton, OH and has over 5 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cortland, OH | Oct 2023 - Current | < 1 |
| Ameriprise Financial Services | Cortland, OH | Oct 2023 - Oct 2023 | < 1 |
| Jp Morgan Securities, LLC | Niles, OH | Jan 2019 - Oct 2023 | 4 |
| Jp Morgan Chase Bank, N.a. | Niles, OH | Jan 2019 - Oct 2023 | 4 |
| Ameriprise Financial Services, LLC | Cortland, OH | Mar 2020 - Mar 2020 | < 1 |
| The Huntington Investment Company | Youngstown, OH | Nov 2012 - Jan 2019 | 6 |
| Huntington National Bank | Youngstown, OH | Feb 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- OH
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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, WY
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