Timothy W. Davis

NETADVIZOR WEALTH LLC

Virginia Beach, VA 23462

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CRD#: 6707735

Professional summary

Timothy Wayne Davis is a registered financial advisor currently at NETADVIZOR WEALTH LLC located in Virginia Beach, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Timothy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) 6/10/2021 - Accounting for Construction - Not Investment Related - PO Box 471291, Tulsa, OK 74147 - Outside/W-2 Employment - Sales & Marketing Director - Start Date: 06/14/2021 - 100 Hours Per Month/40 Hours During Securities Trading - Directly in charge of sales and marketing, specifically generating new business and creating sales processes that are scalable. Help run a firm that does bookkeeping and accounting for small businesses. I also do consulting regarding operations and coaching. I'm a licensed insurance agent, however, I am not connected to any specific company at the moment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Wayne Davis'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

August 19, 2022 - Present

NETADVIZOR WEALTH LLC

Office #1: 283 Constitution Dr One Columbus Center, Ste 600, Virginia Beach, VA 23462

RIA

CRD#: 319725

Virginia Beach, VA

Past

May 28, 2020 - December 31, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

VIRGINIA BEACH, VA

Past

May 28, 2020 - December 31, 2021

LPL FINANCIAL LLC

CRD#: 6413

VIRGINIA BEACH, VA

Past

August 2, 2018 - May 28, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VIRGINIA BEACH, VA

Past

September 15, 2017 - May 28, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VIRGINIA BEACH, VA

Past

July 25, 2017 - August 17, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

RALEIGH, NC

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

Virginia
(8/19/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/24/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2017

General Securities Representative Examination

Current Firm

NETADVIZOR WEALTH LLC

CRD#: 319725 / SEC#:

Oklahoma

Registered Investment Advisory firm - (5/10/2022 Approved)

Virginia

Registered Investment Advisory firm - (8/19/2022 Approved)

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Contact information

Main Address

Jenks, OK

Mailing Address

Phone number

(918) 984-5047

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 3,417,896

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.

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Timothy W. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Wayne Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

NETADVIZOR WEALTH LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2018

Series 63

Date: 6/2/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2017

Current Firm

NETADVIZOR WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NETADVIZOR WEALTH LLC

TRUST BUT VERIFY

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