Keith DavisCRD Number: 3090269
Current Firm: Hightower Advisors, LLC
Keith Davis (CRD# 3090269) is an Investment Advisor Representative working at Hightower Advisors, LLC in Washington, DC and has over 23 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Hightower Advisors||Chicago, IL||Sep 2021 - Current||< 1|
|Farr, Miller & Washington, LLC||Washington, DC||Jul 2002 - Sep 2021||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management103,620MILLIONS
Total Number of Accounts101,401ACCOUNTS
Average Account Value$1,021,887
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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