linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Neal Davis

Fort Washington Investment Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Neal? Claim Your Profile

About Neal Davis

Neal Davis is a financial advisor registered with Fort Washington Investment Advisors Inc. Neal is licensed to provide investment advisory services in Ohio. Neal has over 15 years of experience in the financial services industry. Neal holds a Series 7, Series 55, and Series 65 license. Neal also holds the Certified Financial Planner designation. Neal is committed to providing personalized financial advice to help clients achieve their financial goals. Neal has worked at several firms, including Assent LLC and Buckingham Capital Management, Inc.

Firm Information

Neal Davis is currently registered with Fort Washington Investment Advisors Inc.. Fort Washington Investment Advisors Inc. is an investment advisor based in Cincinnati, Ohio with approximately $79.5 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They also offer sub-advisory services and selection of other advisors. They are a registered investment advisor with the Securities and Exchange Commission (SEC).
Fort Washington Investment Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202

$79.46B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

sub-advisory

Sub-advisory

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Neal Davis’s Registration & Firm History

OH

01/25/2022 - Present

Fort Washington Investment Advisors Inc. (CINCINNATI OH)

NJ

09/19/2005 - 11/04/2009

ASSENT LLC (HOBOKEN NJ)

Not sure if Neal Davis is right for you?

Licenses & Designations

IA

Issued 10/01/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neal Davis.
Not sure if Neal Davis is right for you?