Aaron Davis (CRD# 7241206) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 3 years of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Madison, WI | Jun 2020 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Madison, WI | Mar 2020 - Current | 4 |
| Sherwin Williams | Freeport, IL | Sep 2019 - Mar 2020 | < 1 |
| Compeer Financial | Oregon, IL | May 2019 - Aug 2019 | < 1 |
| University Of Wisconsin Platteville | Platteville, WI | Sep 2017 - Aug 2019 | 1 |
| Emmi Roth Usa | Monroe And Platteville, WI | Feb 2017 - May 2019 | 2 |
| Highland Community College | Freeport, IL | Aug 2015 - May 2017 | 1 |
| Brown's Shoe Fit Company | Freeport, IL | Aug 2014 - Jan 2017 | 2 |
| Freeport High School | Freeport, IL | Aug 2011 - May 2015 | 3 |
| Unemployed | Freeport, IL | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- IL
- TX
- WI
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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