Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Chris Davis is an Investment Advisor Representative at Kestra Advisory Services, LLC. William has been in the financial industry since 2001, working with a variety of firms and providing financial planning and investment advisory services. William is also the owner and manager of Davis Advisory Group, LLC, which provides insurance and investment related 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.
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.
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2
TX
11/02/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NM
06/15/2007 - 11/02/2017
SII INVESTMENTS, INC. (ALBUQUERQUE NM)
NM
05/16/2003 - 06/18/2007
LEGACY FINANCIAL SERVICES, INC. (ALBUQUERGUE NM)
MN
09/25/2002 - 05/15/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
10/09/2001 - 09/27/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
03/13/2001 - 09/27/2001
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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