Douglas Davey, financial advisor El Dorado Hills CA

Douglas Davey

CRD Number: 5628072
Current Firm: Statheros Financial Solutions, Inc.

Douglas Davey (CRD# 5628072) is an Investment Advisor Representative working at Statheros Financial Solutions, Inc. in El Dorado Hills, CA and has over 15 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Statheros Financial Solutions, Inc. El Dorado Hills, CA Nov 2019 - Current 4
Pgr Solutions, Llc (succeeded To Statheros Financial Solutions) Campbell, CA Dec 2008 - Nov 2019 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Douglas H. Davey
Phone Number: 916-932-1219
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    578
    MILLIONS
  • Total Number of Accounts
    1,223
    ACCOUNTS
  • Average Account Value
    $472,657
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, MO, NV, OH, OR, TX, WA

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