Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Ogles Davis is a financial advisor with Caldwell Advisors, LLC. Beverly has been in the financial services industry since August 25, 2004 and is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Beverly's expertise includes financial planning, portfolio management, and pension consulting. Beverly has helped a wide range of clients, including individuals, families, businesses, and charitable organizations. Beverly is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
06/15/2015 - Present
Caldwell Advisors, LLC (Murfreeesboro TN)
TN
08/25/2004 - 03/02/2007
NFP SECURITIES, INC. (MURFREESBORO TN)
IA
Issued 03/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Beverly Davis is the right advisor for you? Invested Better is here to help.
