Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Davis is a financial advisor with Edward Jones, a firm that has been serving individual investors for over 100 years. With over 17 years of experience in the financial services industry, Crystal works with individuals and families to help them achieve their financial goals. She is dedicated to providing her clients with personalized advice and guidance to help them plan for their future. Crystal is registered with the state of Kentucky, Florida, Georgia, Indiana, Ohio, Oklahoma, Oregon, Tennessee and Virginia. Crystal is a graduate of the University of Kentucky.
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.
See schedule d - miscellaneous
1
2
KY
04/18/2019 - Present
Edward Jones (SOMERSET KY)
KY
05/19/2014 - 04/17/2019
LPL FINANCIAL LLC (SOMERSET KY)
KY
05/09/2008 - 05/20/2014
J.J.B. HILLIARD, W.L. LYONS, LLC (SOMERSET KY)
KY
01/01/2008 - 05/14/2008
WACHOVIA SECURITIES, LLC (SOMERSET KY)
KY
12/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SOMERSET KY)
BOTH
Issued 04/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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