Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Todd Davis is a financial advisor with over 25 years of experience in the industry. Richard has a wide range of experience working with individuals, families, and businesses. Richard is currently registered with Wealthcare Advisory Partners LLC as an Investment Advisor Representative (IAR) in North Carolina. Richard previously worked with Triad Advisors LLC, Jefferson Pilot Securities Corporation, and Jefferson-Pilot Investor Services, Inc. Richard has a Series 6, 7, 24, 63, and 65 license. Richard offers a range of financial services, including financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
1
2
PA
07/14/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
NC
03/14/2006 - 08/16/2019
TRIAD ADVISORS LLC (WINSTON SALEM NC)
IN
10/01/1997 - 03/15/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
11/14/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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