Kenneth
Davis
Columbia Management Investment Advisers, LLC
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About this Advisor
Kenneth Davis is a financial advisor based in Waxhaw, North Carolina, working with Columbia Management Investment Advisers, LLC. Kenneth has previously held positions at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments, and Riversource Fund Distributors, Inc. Kenneth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Kenneth is part of Columbia Management Investment Advisers, LLC, which operates out of Waxhaw, North Carolina. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$427,057,574,198
1,008
5,495
$77,717,484
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kenneth Davis Work History
Riversource Investments
Riversource Fund Distributors, Inc
Columbia Management Group
Columbia Management Advisors, LLC
Disclosures
Please visit the SEC profile of Kenneth 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 Columbia Management Investment Advisers, LLC
Boston, MA
Carmel, IN
Boston, MA
Denver, CO
Boston, MA
Boston, MA
Boston, MA
Birmingham, MI
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