Roger
Davis
Accurate Wealth Management, LLC
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About this Advisor
Roger Davis is a financial advisor based in Wesley Chapel, Florida, working with Accurate Wealth Management, LLC. Roger has previously held positions at Woodridge Capital Portfolio Management, LLC, Woodridge Wealth Management, LLC, Centric Capital Advisors, LLC, Woodridge Capital, Accurate Wealth Management, LLC, and Centric Capital. Roger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas, California, and Mississippi. Currently, Roger is part of Accurate Wealth Management, LLC, which operates out of Wesley Chapel, Florida. The firm has 10 offices and 38 employees. The firm manages assets totaling $780.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Accurate Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
$780,485,662
38
3,855
$202,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Roger Davis Work History
Accurate Wealth Management, LLC
Centric Capital
Centric Capital Advisors, LLC
Woodridge Wealth Management, LLC
Woodridge Capital Portfolio Management, LLC
Woodridge Capital
Disclosures
Please visit the SEC profile of Roger 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 Accurate Wealth Management, LLC
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
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