Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Jackson Rich is an investment advisor representative with Fermata Advisors, registered with the state of California and Texas. Davis has a Series 65 license. Davis has been in the financial services industry since January 2013 and previously worked at Skyline Country Club, Asset Management Group, Rich Financial, and University of Arizona. Davis has a background in financial planning and portfolio management. Davis specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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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CA
08/04/2023 - Present
Fermata Advisors (Chico CA)
IA
Issued 08/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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