Prism Advisory Group, LLC
Prism Advisory Group, LLC (CRD# 152555) is a financial advisory firm headquartered in Newtown, PA. They manage $132,400,419 in 425 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management132MILLION
Total Number of Accounts425ACCOUNTS
Average Account Value$311,530
- 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)
FL, NH, NJ, NY, PA, TX
William Davis (CRD# 5710523) is an Investment Advisor Representative working at Prism Advisory Group, LLC in Newtown, PA and has over 5 years of experience in the finance industry. William Davis 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.