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Clara Davis

Charles Schwab & CO., Inc.

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About Clara Davis

Clara Davis is a financial professional with over two years of experience in the financial services industry. Clara is currently registered with Charles Schwab & CO., Inc. and is located in Lone Tree, Colorado. Clara holds FINRA Series 63, 26, 7TO and 6TO licenses as well as the SIE. Clara has been registered in 51 states and the District of Columbia since February 2023. Previously, Clara was registered with JANUS HENDERSON DISTRIBUTORS US LLC. Clara's clients include individuals, high-net-worth individuals, corporations, and businesses.

Firm Information

Clara Davis is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Clara Davis’s Registration & Firm History

CO

11/22/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

04/22/2021 - 10/26/2022

JANUS HENDERSON DISTRIBUTORS US LLC (DENVER CO)

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Licenses & Designations

BC

Issued 07/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Clara Davis.
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