Christopher DavisCRD Number: 2755947
Current Firm: Charles Schwab & Company, Inc.
Christopher Davis (CRD# 2755947) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Hartford, CT and has over 13 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Td Ameritrade, Inc.||Manchester, CT||Sep 2018 - Dec 2022||4|
|Td Ameritrade Investment Management, LLC||Omaha, NE||Feb 2018 - Dec 2022||4|
|Td Ameritrade, Inc.||Manchester, CT||Feb 2018 - Dec 2022||4|
|Scottrade||Manchester, CT||Sep 2014 - Sep 2018||4|
|3d Asset Management Inc.||East Hartford, CT||Mar 2014 - Sep 2014||< 1|
|Metlife Securities Inc.||Glastonbury, CT||Apr 2013 - Mar 2014||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
|S63||Uniform Securities State Law Examination||Aug 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, 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, VI, VT, WA, WI, WV, WY
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