Kenneth V. 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.
Kenneth Vinson Davis, who also goes by Kenneth Davis, Kenneth V Davis, was a registered financial professional .
Kenneth is a previously registered financial professional and started their career in finance in 2015. Kenneth had worked at 5 firms and has passed the Series 66, Series 63, SIE 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
April 5, 2024 - December 2, 2024
PR SQUARED WEALTH MANAGEMENT LLC
June 1, 2021 - October 23, 2023
LPL FINANCIAL LLC
May 25, 2021 - October 23, 2023
LPL FINANCIAL LLC
July 10, 2018 - October 1, 2019
WELLS FARGO CLEARING SERVICES, LLC
July 10, 2018 - October 1, 2019
WELLS FARGO CLEARING SERVICES, LLC
May 4, 2017 - April 11, 2018
EDWARD JONES
March 13, 2017 - April 11, 2018
EDWARD JONES
July 29, 2015 - March 24, 2017
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
PR SQUARED WEALTH MANAGEMENT LLC
CRD#: 309595 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 79 |
| AUM (Assets Under Management) | $ 7,934,256 |
Red Flags
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