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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Davies is a financial advisor based in Atlanta, Georgia. He has over 25 years of experience in the financial services industry. Theodore is currently registered with Maven Capital Partners, LLC and Reicon Wealth Advisors, LLC. Theodore is a highly experienced advisor with expertise in portfolio management for individuals and pooled investment vehicles. He is known for his personalized approach and his commitment to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
05/16/2023 - Present
Maven Capital Partners, LLC (ATLANTA, GA)
GA
03/05/2002 - 02/02/2006
REICON SECURITIES, LLC (ATLANTA GA)
CA
05/28/1998 - 03/15/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
NY
11/29/1996 - 05/20/1998
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/29/1996 - 12/10/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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