Richard Davis (CRD# 2679869) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 28 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthcare Advisory Partners Llc Dba Wiser Wealthcare, Inc. | Winston-salem, NC | Jul 2021 - Current | 2 |
M. S. Howells & Company | Scottsdale, AZ | Aug 2019 - Current | 4 |
Efficient Advisors, LLC | Philadelphia, PA | Jan 2017 - Current | 7 |
Wiser Benefit Consultants | Winston-salem, NC | Apr 2010 - Current | 13 |
Carolina Financial Professionals | Winston-salem, NC | Jan 2000 - Current | 24 |
Wiser Financial Coaching, LLC | Winston-salem, NC | Apr 2007 - Jul 2021 | 14 |
Triad Advisors, Inc. | Norcross, GA | Mar 2006 - Aug 2019 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1995 |
S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- NC
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Total Assets Under Management3,907MILLIONS
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Total Number of Accounts16,562ACCOUNTS
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Average Account Value$235,926
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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