Donna Davis, financial advisor Washington DC
93 score

Donna Davis

CRD Number: 3169398
Current Firm: Icma Retirement Corp

Donna Davis (CRD# 3169398) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Icma Retirement Corporation Washington, DC Apr 2007 - Current 9
M&t Securities Waldorf, MD Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Donna L. Davis
Phone Number: 202-962-4600
Firm Website: http://www.icmarc.org
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    31,797
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $599,952,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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