Joseph
Davis

Ic Advisory Services, Inc

CRD#62280
Investment Advisor
in Washington, DC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Davis is a certified financial planner and chartered financial consultant working out of Washington, District Of Columbia who has 3 years of industry experience. Davis works at Ic Advisory Services, Inc. Over the course of their career, they have held roles at Davis Advisory Services, Inc, H. Beck, Inc, The Investment Center Inc and Ic Advisory Services Inc. Davis maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in District Of Columbia, Georgia, Maryland and Virginia. Ic Advisory Services, Inc is an advisory company that has its headquarters in Bedminster, NJ. The company has offices in 179 locations and a total of 225 financial advisors. It oversees $2 billion in assets under management between its 5,736 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 5,736 client accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. Ic Advisory Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the financial services provided. Fees billed by Ic Advisory Services, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7059 Blair Rd N.W. Suite 204
Washington, DC 20012

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,789,667,595

DC Average: $10,121,009,343
Total Number of Employees

225

DC Average: 92
Total Number of Accounts

5,736

DC Average: 6,978
Average Account Size

$312,006

DC Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joseph Davis Work History

Joseph has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Investment Center Inc

2020 - Present (4 years)

Ic Advisory Services Inc

1994 - 2020 (26 years)

H. Beck, Inc

1984 - 2020 (36 years)

Davis Advisory Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ic Advisory Services, Inc

Mark Mcgee
Meridian, ID
Steven Mahler
Bedminster, NJ
Esther Kuznetz
Bedminster, NJ
Chang Lee
Montville, NJ
Robert Payne
Montville, NJ
Craig Piper
Palm Beach Gardens, FL
Marilyn White
Sacramento, CA
Michael Marchi
Bedminster, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started