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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Milton Davis is an investment advisor representative currently registered with Edelman Financial Engines. John Milton Davis is also registered as an investment advisor in Texas and Virginia. Prior to joining Edelman Financial Engines, John Milton Davis was employed with EF Legacy Securities, LLC, Sanders Morris Harris LLC, Royal Alliance Associates, Inc., World Invest Corporation, Waddell & Reed, Inc., and Columbia Equity Financial Corp. John Milton Davis has experience working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, other investment advisers, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
05/08/1997 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/29/1997 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
KS
11/07/1996 - 04/08/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
DC
04/03/1996 - 08/12/1996
COLUMBIA EQUITY FINANCIAL CORP. (WASHINGTON DC)
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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