Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davis is a financial advisor associated with EP Wealth Advisors. Robert is registered as an Investment Advisor Representative in California, Texas and Utah. Robert has been in the financial industry since 2018. Robert has passed the Series 65 exam. Robert provides a variety of financial services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses and retirement plan advisory services.
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.
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.
Retirement plan advisory services & tax preparation services
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.
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CA
10/22/2020 - Present
EP Wealth Advisors (TORRANCE CA)
IA
Issued 05/02/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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