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William Patrick Davis

Private Advisor Group, LLC

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About William Patrick Davis

William Patrick Davis is an Investment Advisor Representative registered with Private Advisor Group, LLC. William has been in the industry since 2012 and is also registered with the State of Illinois. William holds the Series 3 and Series 65 licenses. William is a Certified Financial Planner and has experience in a variety of areas including portfolio management for individuals and businesses, financial planning, and pension consulting. William is dedicated to helping clients achieve their financial goals.

Firm Information

William Davis is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral

Solicitation/referral

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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William Davis’s Registration & Firm History

IL

11/30/2020 - Present

Private Advisor Group, LLC (COLUMBIA, IL)

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Licenses & Designations

IA

Issued 02/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Patrick Davis.
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