William Robert Davis
Professional Summary
William Robert Davis, who also goes by William R Davis, is a registered financial advisor currently at O'BANNON & DAVIS INC. located in Williamsville, New York. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William R Davis
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
O'BANNON & DAVIS INC | O'BANNON DAVIS & WHISTLER, INC. | O'BANNON & DAVIS INC.
Contact Information
Main Address
6265 Sheridan Drive Suite 118, Williamsville, NY 14221Phone Number
(716) 856-7555# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
473AUM (Assets Under Management)
$77,245,333Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/6/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1991About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Robert Davis's CRS (Customer Relationship Summary).
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