Edward Davie, financial advisor White Stone VA
90 score

Edward Davie

CRD Number: 1068664
Current Firm: Cambridge Investment Research Advisors, Inc.

Edward Davie (CRD# 1068664) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in White Stone, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Jan 2013 - Current 3
Investment Centers Of America Steamboat Springs, CO Feb 2012 - Dec 2012 < 1
Park Avene Securities Steamboat Springs, CO Sep 2011 - Feb 2012 < 1
Guardian Life Insurance Company Steamboat Springs, CO Jul 2009 - Feb 2012 2
Unemployed White Stove, VA May 1998 - Jun 2009 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Jun 2012
Contact Info for Edward T. Davie
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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