William Joseph Davis
Professional Summary
William Joseph Davis, who also goes by Bill Joseph Davis, is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT located in Bismarck, North Dakota and LPL FINANCIAL LLC located in Bismarck, North Dakota. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. William has worked at 5 firms and has passed the Series 66, SIE, Series 7 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
Bill Joseph 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
23 years in the financial services industry
Current & Past Employments
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Current Firm
BOUNDARY WATERS WEALTH MANAGEMENT LLC | VPWM ADVISORS, LLC | VPWM ADVISORS | VANTAGE POINT WEALTH MANAGEMENT | UP NORTH WEALTH ADVISORS | NRP ADVISORS, LLC | NRP ADVISORS | NORTHERN RETIREMENT PARTNERS | FMS FINANCIAL PLANNING | FLEISCHER AND JOHNSON WEALTH MANAGEMENT
Contact Information
Main Address
505 North Highway 169 Suite 260, Plymouth, MN 55441Phone Number
(763) 587-7120# of Employees
17SEC notice filing (21 States and Territories)
Registered to provide investment advisory services in 21 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,715AUM (Assets Under Management)
$326,586,982Similar 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.
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Primary Firm SEC Registration
BOUNDARY WATERS WEALTH MANAGEMENT LLC | VPWM ADVISORS, LLC | VPWM ADVISORS | VANTAGE POINT WEALTH MANAGEMENT | UP NORTH WEALTH ADVISORS | NRP ADVISORS, LLC | NRP ADVISORS | NORTHERN RETIREMENT PARTNERS | FMS FINANCIAL PLANNING | FLEISCHER AND JOHNSON WEALTH MANAGEMENT
State Registrations and Notice Filings
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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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Davis's CRS (Customer Relationship Summary).
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