Unclaimed
Christopher Harrington Davis is a registered investment advisor representative. Christopher has been in the securities industry since 2012. Christopher is currently registered with Newedge Advisors and holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Christopher has a total of 14 active registrations in 15 states including Connecticut, District of Columbia, Florida, Louisiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia and Virginia. Christopher's previous experience includes roles at Wells Fargo Clearing Services, LLC, MML Investors Services, LLC, Envestnet | MoneyGuide, CoStar Group, LPL Financial LLC, and NewEdge Advisors, LLC. Christopher's firm, Newedge Advisors, has approximately $10 billion - $50 billion in assets under management. Newedge Advisors offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
VA
05/09/2022 - Present
Newedge Advisors (Richmond VA)
VA
11/19/2021 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
VA
02/06/2012 - 10/29/2014
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
BOTH
Issued 12/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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