Charles Davee, financial advisor Mclean VA
93 score

Charles Davee

CRD Number: 6353027
Current Firm: Capital One Advisors, LLC

Charles Davee (CRD# 6353027) is an Investment Advisor Representative working at Capital One Advisors, LLC in Mclean, VA and has over 3 years of experience in the finance industry. Charles Davee 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.

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Professional Designations
Company Name Location Dates Years
Capital One Investing, LLC Mclean, VA Sep 2016 - Current 1
Texas Jacks Arlington, VA Jan 2016 - Current 2
United Capital Financial Advisers, LLC Bethesda, CA Jun 2014 - Sep 2016 2
Girard Securites Bethesda, MD Jun 2014 - Sep 2016 2
Unemployed Bethesda, MD Apr 2014 - May 2014 < 1
Mtx Wealth Management Bethesda, MD Apr 2013 - Mar 2014 < 1
Unemployed Blacksburg, VA Jan 2013 - Mar 2013 < 1
Virginia Tech Blacksburg, WA Sep 2011 - Dec 2012 1
Cra Financial Northfield, NJ Jun 2012 - Aug 2012 < 1
Student Franklin, VA Apr 2004 - May 2012 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Feb 2015
Contact Info for Charles G. Davee
Phone Number: 800-747-2537
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $39,720
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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