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WD

William P. Davidson

PARK WEALTH MANAGEMENT
Greensboro, NC 27408
Some features on this profile are disabled
CRD#: 5677089
WD

Professional summary

William Park Davidson, who also goes by Bill Davidson, William P Davidson, is a registered financial advisor currently at PARK WEALTH MANAGEMENT, LLC located in Greensboro, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Davidson | William P Davidson

Other business activities

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.
WILLIAM DAVIDSON IS A LICENSED INSURANCE AGENT WITH MASS MUTUAL, REGISTERED REPRESENTATIVE WITH MML INVESTORS SERVICES, LLC AND AND ADVISOR FOR STRATEGIC PARTNERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Park Davidson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 24, 2014 - Present

PARK WEALTH MANAGEMENT, LLC

Office #1: 1510 Battleground Ave, Greensboro, NC 27408
RIA
CRD#: 170188
Greensboro, NC
Past

June 18, 2012 - January 30, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GREENSBORO, NC
Past

June 16, 2010 - June 20, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FRANKLIN, TN
Past

November 3, 2009 - November 30, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NASHVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(1/24/2014)
IAR
Tennessee
(2/28/2014)
IAR
Texas
(1/30/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/27/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/15/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/23/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/2/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PARK WEALTH MANAGEMENT, LLC
DAVIDSON, WILLIAM P | PARK WEALTH MANAGEMENT, LLC | PARK WEALTH MANAGEMENT

CRD#: 170188 / SEC#:

North Carolina
Registered Investment Advisory firm - (1/22/2014 Approved)
Tennessee
Registered Investment Advisory firm - (2/19/2014 Approved)
Texas
Registered Investment Advisory firm - (1/30/2015 Conditional Restricted)
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Contact information

Main Address
1510 Battleground Ave, Greensboro, NC 27408
Mailing Address
Phone number
(336) 580-7274
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts213
AUM (Assets Under Management)$ 25,650,704

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.

Company Information

PARK WEALTH MANAGEMENT, LLC

CRD#: 170188Greensboro, NC 27408

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