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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 a financial advisor with Edelman Financial Engines based in Fairfax, Virginia. John has been working in the financial industry for over 25 years, and has a broad background in various financial services organizations. John is also a registered Investment Advisor Representative, holding the Series 65 and Series 63 licenses, as well as the Series 7 and SIE licenses. John previously worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Royal Alliance Associates, Inc.
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 2/9/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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