Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Dale Davis is an investment advisor representative registered with the state of Tennessee. Roger has been in the industry since 1990 and has experience in providing financial planning, portfolio management, and other investment advisory services. Roger currently works for WMG Financial Advisors, LLC, a firm that provides advisory services to individuals, businesses, and trusts. Roger has been with the firm since March 2017. Prior to joining WMG Financial Advisors, Roger was employed with Concourse Financial Group Securities, Inc. and Lincoln Financial Securities Corporation.
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.
Consulting
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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2
TN
03/23/2017 - Present
WMG Financial Advisors, LLC (Chattanooga TN)
TN
12/08/2017 - 12/31/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CHATTANOOGA TN)
TN
09/19/2016 - 12/17/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (OOLTEWAH TN)
TN
01/03/1996 - 09/20/2016
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
GA
04/08/1992 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
11/12/1990 - 04/07/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 09/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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