Davey WynnCRD Number: 5986737
Current Firm: E*trade Capital Management, LLC
Davey Wynn (CRD# 5986737) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Sandy, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
|E*trade Capital Management LLC||Sandy, UT||Aug 2012 - Current||5|
|E*trade Securities LLC||Sandy, UT||Oct 2011 - Current||6|
|Kelley Services||Salt Lake City, UT||Apr 2011 - Jan 2012||< 1|
|Aerotek||West Valley, UT||Aug 2011 - Oct 2011||< 1|
|Vivint||Provo, UT||Nov 2010 - Aug 2011||< 1|
|Amp Security||Orem, UT||Jul 2010 - Nov 2010||< 1|
|Rocky Mountain Insulation||Provo, UT||May 2010 - Jul 2010||< 1|
|Brigham Young University||Provo, UT||Sep 2009 - May 2010||< 1|
|Apx Alarm||Provo, UT||May 2009 - Sep 2009||< 1|
|Apx Alarm||Provo, UT||May 2008 - May 2009||1|
|Kelley Services||Provo, UT||Sep 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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