Douglas DaveyCRD 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 8 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|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|
Total Assets Under Management534MILLIONS
Total Number of Accounts907ACCOUNTS
Average Account Value$588,880
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AZ, CA, CO, FL, ID, NE, NV, OR, TN, TX, VA, WA