Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Davey is a financial professional registered in Oregon and has been working in the industry since 1997. Richard Davey is currently registered with Avantax Investment Services, Inc. and previously worked for HD Vest Investment Services and H.D. Vest Investment Securities, Inc.. Richard Davey holds the Series 63, Series 7 and SIE licenses.
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.
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.
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2
OR
06/29/2018 - Present
Avantax Investment Services, Inc. (Gresham OR)
OR
01/18/2000 - 06/26/2018
HD VEST INVESTMENT SERVICES (GRESHAM OR)
TX
09/04/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
GA
01/01/1996 - 09/10/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
01/13/1995 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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