Gifford
Davis
Waterrock Wealth Management
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About this Advisor
Gifford Davis is a financial advisor based in Albuquerque, New Mexico, working with Waterrock Wealth Management. Gifford has previously held positions at Prien Asset Management, Waterrock Wealth Management, and US Bank. Gifford has passed the Series 65 regulatory exam and is registered to provide services in New Mexico. Currently, Gifford is part of Waterrock Wealth Management, which operates out of Albuquerque, New Mexico. The firm has 2 offices and 5 employees. The firm manages assets totaling $113.2 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 Waterrock Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waterrock Wealth Management Brokerage Details
$113,231,308
5
236
$479,794
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gifford Davis Work History
Prien Asset Management
Waterrock Wealth Management
Us Bank
Disclosures
Please visit the SEC profile of Gifford 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 Waterrock Wealth Management
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
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.
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