Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Winston Green is an investment advisor representative with Kestra Advisory Services, LLC based in Austin, Texas. Davis has been in the financial industry since 2009 and holds licenses in Texas and Arkansas. Davis has experience with a variety of firms including DFA Securities LLC, NFP Advisor Services, LLC and State Farm VP Management Corp. Davis is experienced in both financial planning and portfolio management for individuals and 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.
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.
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2
TX
11/20/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/02/2015 - 10/02/2018
DFA SECURITIES LLC (AUSTIN TX)
TX
05/29/2012 - 07/06/2015
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
07/24/2009 - 01/31/2012
STATE FARM VP MANAGEMENT CORP. (AUSTIN TX)
TX
01/01/2009 - 06/10/2009
MML INVESTORS SERVICES, INC. (AUSTIN TX)
IA
Issued 07/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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