Douglas Davey, financial advisor Worley ID
93 score

Douglas Davey

CRD Number: 5628072
Current Firm: Pgr Solutions, LLC

Douglas Davey (CRD# 5628072) is an Investment Advisor Representative working at Pgr Solutions, LLC in Worley, ID and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pgr Solutions, LLC Campbell, CA Dec 2008 - Current 8
Retired Carmel Valley, CA Mar 2008 - Dec 2008 < 1
American Airlines Dfw, TX Apr 1978 - Feb 2008 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Douglas H. Davey
Phone Number: (408) 871-1590
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    534
    MILLIONS
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $588,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, NE, NV, OR, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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