Kenneth Davis, financial advisor Westlake TX
89 score

Kenneth Davis

CRD Number: 6303305
Current Firm: Strategic Advisers, Inc.

Kenneth Davis (CRD# 6303305) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 2 years of experience in the finance industry.

Similar Advisors
Bryn Henry, financial advisor Westlake TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Westlake TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Similar Advisors
Connor Ambrose, financial advisor Westlake TX
Connor A. Ambrose
CRD# 5763812
Summit Financial Group Inc.
Score
104
Company Name Location Dates Years
Fidelity Investments Westlake, TX Feb 2014 - Current 2
Unemployed Fort Worth, TX Nov 2013 - Feb 2014 < 1
Reata Fort Worth Fort Worth, TX Jan 2014 - Jan 2014 < 1
Fc Dallas Frisco, TX Feb 2013 - Nov 2013 < 1
Unemployed Fort Worth, TX Dec 2012 - Jan 2013 < 1
Deserts Pool Services Lubbock, TX May 2012 - Nov 2012 < 1
Student Lubbock, TX Nov 2011 - Apr 2012 < 1
Triple J Chophouse Lubbock, TX Jan 2009 - Oct 2011 2
Student Lubbock, TX Aug 2008 - Dec 2008 < 1
Steak And Ale Fort Worth, TX May 2007 - Aug 2008 1
Student Fort Worth, TX Feb 2004 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Kenneth D. Davis
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • 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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kenneth Davis and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.