Wade Davis, financial advisor Vancouver WA
93 score

Wade Davis

CRD Number: 4526514
Current Firm: Cambridge Investment Research Advisors, Inc.

Wade Davis (CRD# 4526514) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vancouver, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2018 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2018 - Current < 1
Financial Advocates Investment Management Stanwood, WA Dec 2014 - Dec 2017 3
Lpl Financial Stanwood, WA Oct 2009 - Dec 2017 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Everett, WA Jan 2006 - Oct 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Wade A. Davis
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, WY

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

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