Davidson Capital (CRD# 118725) is a financial advisory firm headquartered in Davidson, NC. They manage $173,758,247 in 399 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management174MILLION
Total Number of Accounts399ACCOUNTS
Average Account Value$435,484
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stanley Dyl (CRD# 3212525) is an Investment Advisor Representative working at Davidson Capital in Davidson, NC and has over 6 years of experience in the finance industry.
Daniel Tobias (CRD# 6365351) is an Investment Advisor Representative working at Davidson Capital in Davidson, NC and has 1 year of experience in the finance industry. Daniel Tobias has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.