Joshua Davis, financial advisor Royal Palm Beach FL

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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Davis Private Wealth, LLC Royal Palm Beach, FL Jan 2017 - Current 7
Castle Wealth Management West Palm Beach, FL Jan 2011 - Jan 2017 6

Joshua Davis has no recent exams reported.
Contact Info for Joshua S. Davis
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $191,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MS

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