Rex
Davidson

Archer Investment Corporation

CRD#5829138
Investment Advisor
in New Albany, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rex Davidson is a financial advisor based in New Albany, Indiana, working with Archer Investment Corporation. Rex has previously held positions at Archer Investment Corporation, Hd Vest Investment Services, and Davidson & Company Cpas. Rex has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Rex is part of Archer Investment Corporation, which operates out of New Albany, Indiana. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

3425 Grant Line Ro
New Albany, IN 47150

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.

Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

IN Average: $1,347,246,178
Total Number of Employees

82

IN Average: 46
Total Number of Accounts

3,810

IN Average: 1,775
Average Account Size

$196,642

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Rex Davidson Work History

2017 - Present (7 years)

Archer Investment Corporation

2004 - Present (20 years)

Davidson & Company Cpas

2010 - 2017 (7 years)

Hd Vest Investment Services

Disclosures

Please visit the SEC profile of Rex Davidson 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 Archer Investment Corporation

Ricky Melton
Murray, KY
Andrew Hart
Tallassee, AL
Adam Oates
Greensboro, NC
Elizabeth Newton
Charlotte, NC
Kurtis Ternet
Carmel, IN
Ronald Odom
Tempe, AZ
Gabriel Cena
Woodland Hills, CA
Sanjay Asija
Barrington, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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