Rebecca Davis, financial advisor Woodland Hills CA

Rebecca Davis

CRD Number: 6687603
Current Firm: Fidelity Personal And Workplace Advisors

Rebecca Davis (CRD# 6687603) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Woodland Hills, CA Apr 2021 - Current < 1
Charles Schwab Bank Encino, CA Aug 2019 - Mar 2021 1
Charles Schwab & Company, Inc. Encino, CA Feb 2018 - Mar 2021 3
Tifa Chocolate & Gelato Agoura Hills, CA Oct 2017 - Jan 2018 < 1
Seattle University Seattle, WA Sep 2016 - Oct 2017 1
Captrust Financial Advisors Raleigh, NC Jun 2016 - Sep 2016 < 1
Seattle University Seattle, WA Sep 2014 - Jun 2016 1
Association Reserves Agoura Hills, CA Jun 2014 - Sep 2014 < 1
Seattle University Seattle, WA Sep 2013 - Jun 2014 < 1
Oaks Christian School Westlake Village, CA Jan 2008 - Sep 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Rebecca J. Davis
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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 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, WY

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