Justin A. Davis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Justin Andrew Davis, CFP®, who also goes by Justin Davis, was a registered financial professional .
Justin is a previously registered financial professional and started their career in finance in 2008. Justin had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 16, 2024 - August 9, 2024
RANGE ADVISORY, LLC
August 22, 2022 - December 21, 2022
CENTURA WEALTH ADVISORY
December 14, 2018 - August 19, 2022
PRINCIPAL ADVISED SERVICES
December 1, 2017 - December 21, 2017
CONFLUENCE FINANCIAL ADVISORS
May 5, 2014 - September 28, 2017
PERSONAL CAPITAL ADVISORS CORPORATION
February 22, 2012 - April 3, 2014
MERCER GLOBAL ADVISORS INC.
June 26, 2008 - February 10, 2011
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
RANGE ADVISORY, LLC
CRD#: 321969 / SEC#: 801-125927
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RANGE ADVISORY, LLC
CRD#: 321969 / SEC#: 801-125927
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,788 |
| AUM (Assets Under Management) | $ 653,945,567 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
