Andrew DavisCRD Number: 5823706
Current Firm: Wealthsource®
Andrew Davis (CRD# 5823706) is an Investment Advisor Representative working at Wealthsource® in Franklin, TN and has over 12 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Wealthsource Partners, LLC||Franklin, TN||Jul 2022 - Current||< 1|
|Wealthsource Partners, LLC||Thousand Oaks, CA||Jul 2018 - Jun 2022||3|
|Steel Peak Wealth Management, LLC||Woodland Hills, CA||Jul 2016 - Jul 2018||2|
|Purshe Kaplan Sterling Investments, Inc.||Woodland Hills, CA||Aug 2016 - Dec 2016||< 1|
|Tpg Advisors LLC||Woodland Hills, CA||Dec 2014 - Jun 2016||1|
|Piper Jaffray & Company||Minneapolis, MN||Jul 2010 - Nov 2014||4|
|Advisory Research Inc.||Chicago, IL||Jul 2010 - Nov 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S65||NASAA Investment Advisors Law Examination||Mar 2015|
Total Assets Under Management1,928MILLIONS
Total Number of Accounts5,116ACCOUNTS
Average Account Value$376,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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