Roger Davis, financial advisor Wesley Chapel FL

Roger Davis

CRD Number: 2320335
Current Firm: Accurate Wealth Management, LLC

Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Accurate Wealth Management, LLC Los Angeles, CA Nov 2020 - Current 3
Centric Capital Los Angeles, CA Jan 2016 - Current 8
Centric Capital Advisors, LLC Santa Monica, CA Mar 2018 - Mar 2018 < 1
Woodridge Wealth Management, LLC Santa Monica, CA Apr 2015 - Jan 2016 < 1
Woodridge Capital Ridgeland, MS Jun 2006 - Dec 2015 9
Woodridge Capital Portfolio Management, LLC Ridgeland, MS Jun 2006 - Nov 2015 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 1996
S63 Uniform Securities State Law Examination Feb 2023
Contact Info for Roger C. Davis
Phone Number: 813-994-0984
Registered State(s):
  • AR
  • CA
  • MS
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    2,992
    ACCOUNTS
  • Average Account Value
    $158,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, FL, ID, IL, IN, KY, MA, MN, MO, MS, NC, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WI

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