Joshua Davis, financial advisor Wellington FL
103 score

Joshua Davis

CRD Number: 5548317
Current Firm: Davis Private Wealth, LLC
Compensation Model: Fee Only

Joshua Davis (CRD# 5548317) is an Investment Advisor Representative working at Davis Private Wealth, LLC in Wellington, FL and has 8 years of experience in the finance industry. Joshua 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Castle Wealth Management West Palm Beach, FL Jan 2011 - Current 6
N/a N/a, CA Sep 2002 - Dec 2010 8

Joshua Davis has no recent exams reported.
Contact Info for Joshua S. Davis
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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