Charles Barnett Davis Jr
Professional Summary
Charles Barnett Davis JR, who also goes by Charles B Davis Jr, Chuck Davis, was a registered financial advisor. Charles was a previously registered financial advisor and started their career in finance 1972 - 2012. Charles had worked at 8 firms and has passed the Series 63 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charles B Davis Jr, Chuck 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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
54 years in the financial services industry
Current & Past Employments
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Current Firm
NAME 904 | PEAKPORTFOLIO | PEAK WEALTH GROUP, LLC | PEAK WEALTH GROUP LLC | PEAK BROKERAGE SERVICES, LLC
Contact Information
Main Address
4475 Us Hwy 1 South Suite 206, St. Augustine, FL 32086Phone Number
(904) 679-4586# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
128AUM (Assets Under Management)
$44,519,438Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Jul 1972Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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