Dustin Davis (CRD# 6888263) is an Investment Advisor Representative working at Mariner Independent in Roseville, CA and has over 6 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Roseville, CA | May 2024 - Current | < 1 |
| Mariner Independent Advisor Network | Overland Park, KS | May 2024 - Current | < 1 |
| West Capital Wealth Management | Roseville, CA | May 2024 - Current | < 1 |
| Edward Jones | St Louis, MO | Dec 2017 - May 2024 | 6 |
| Virtual Driver Interactive | El Dorado Hills, CA | Sep 2016 - Dec 2017 | 1 |
| Student | El Dorado Hills, CA | May 2015 - Sep 2016 | 1 |
| Funktional Fitness | Chandler, AZ | Sep 2014 - May 2015 | < 1 |
| Assimilation Fitness | Shingle Springs, CA | Sep 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CA
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Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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