Maria Davis (CRD# 6117433) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Houston, TX and has over 5 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
Score
105
CRD# 860333
Linscomb & Williams
Score
106
CRD# 5162603
Hill Investment Group
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Aug 2012 - Current | 5 |
| Unemployed | The Woodlands, TX | May 2012 - Aug 2012 | < 1 |
| The Houston Zoo | Houston, TX | Sep 2011 - Feb 2012 | < 1 |
| Texas A&m University | College Station, TX | Sep 2010 - Jan 2012 | 1 |
| Pure Healthy Eatery | The Woodlands, TX | May 2010 - Aug 2010 | < 1 |
| Student | College Station, TX | Jan 2009 - May 2010 | 1 |
| Romano's Macaroni Grille | The Woodlands, TX | Dec 2008 - Dec 2008 | < 1 |
| Unemployed | The Woodlands, TX | Sep 2008 - Nov 2008 | < 1 |
| The Woodlands Resort And Conference Center | The Woodlands, TX | May 2008 - Aug 2008 | < 1 |
| The Cheesecake Factory | The Woodlands, TX | May 2007 - May 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- TX
-
Total Assets Under Management254,026MILLIONS
-
Total Number of Accounts688,691ACCOUNTS
-
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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