Adaryl Davis, financial advisor Westlake TX

Adaryl Davis

CRD Number: 5442129
Current Firm: Charles Schwab & Company, Inc.

Adaryl Davis (CRD# 5442129) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.

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Charles Schwab & Company, Inc.
Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Oct 2022 - Current 1
Td Ameritrade, Inc. Westlake, TX Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Adaryl K. Davis
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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