Rochelle Davis (CRD# 5622422) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 13 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus, OH | Sep 2016 - Current | 7 |
| Securities America Inc. | Cincinnati, OH | Aug 2015 - Sep 2016 | 1 |
| Securities America Advisors | Cincinnati, OH | Aug 2015 - Sep 2016 | 1 |
| Queen City Financial Advisors | Cincinnati, OH | Jun 2015 - Sep 2016 | 1 |
| La Fitness | Cresent Springs, KY | Apr 2015 - Jun 2015 | < 1 |
| Ymca | Blue Ash, OH | Mar 2015 - Apr 2015 | < 1 |
| Fidelity Brokerage Services LLC | Covington, KY | Sep 2014 - Jan 2015 | < 1 |
| Fortune Fiinancial Services, Inc. | New Brighton, PA | Aug 2014 - Sep 2014 | < 1 |
| Financial Telesis Inc. | San Rafael, CA | Jun 2014 - Sep 2014 | < 1 |
| Seaside Financial & Insurance Services | Carlsbad, CA | May 2014 - Sep 2014 | < 1 |
| Unemployed | Carlsbad, CA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- OH
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Total Assets Under Management14,333MILLIONS
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Total Number of Accounts273,511ACCOUNTS
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Average Account Value$52,404
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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