Unclaimed
Davis Britt Gardner is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Davis is currently registered as an Investment Advisor Representative with Omega Wealth Management LLC in Arlington, VA. Davis's experience includes working with both individuals and high-net-worth clients to develop comprehensive financial plans that address their unique needs. Davis is committed to providing personalized advice and guidance to help clients achieve their financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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VA
08/21/2020 - Present
Omega Wealth Management LLC (ARLINGTON VA)
Active
Inactive
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