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 an Investment Advisor Representative with Advocacy Wealth Management, LLC. Robert has been in the financial services industry for over 9 years. Robert is registered with the state of Georgia and Texas as an Investment Advisor Representative. Robert has a Series 65 license. Robert is an experienced financial professional with a focus on providing financial planning, portfolio management and selection of other advisors to high net worth individuals, businesses and pooled investment vehicles. Robert's firm also has expertise in providing financial planning and portfolio management for charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
11/18/2022 - Present
Advocacy Wealth Management, LLC (Hartwell GA)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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