Sally Davis, financial advisor O'Fallon IL
93 score

Sally Davis

CRD Number: 1145591
Current Firm: Benjamin F. Edwards & Company, Incorporated

Sally Davis (CRD# 1145591) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in O'Fallon, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Benjamin F Edwards O'fallon, IL Jan 2012 - Current 5
Wells Fargo Advisors LLC Fairview Heights, IL May 2009 - Jan 2012 2
Wachovia Securities, LLC Fairview Heights, IL Jan 2008 - May 2009 1
A.g. Edwards Fairview Hts, IL Jul 1981 - Jan 2008 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Sally D. Davis
Phone Number: 314-726-1600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,221
    MILLIONS
  • Total Number of Accounts
    17,796
    ACCOUNTS
  • Average Account Value
    $237,214
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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