Rebecca DavisCRD 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.
Wedbush Securities Inc.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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