Scott
Davis

Securities America Advisors, Inc

CRD#2425899
Investment Advisor
in Charlotte, NC
Are you Scott Davis? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Davis is a chartered financial consultant based out of Charlotte, North Carolina, who has been in the financial industry for 21 years. Davis is an advisor for Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America Advisors, Inc, Davis-Williams & Associates, Inc, Securities America, Inc and Dw Holdings, LLC. Davis maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in North Carolina and Texas. Securities America Advisors, Inc is an advisory business that has its headquarters in Charlotte, North Carolina. It has offices in 1,238 locations and a total of 1,875 financial advisors. It administers $22 billion in assets among its 141,149 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 65 charitable organizations. Of its 141,149 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. Securities America Advisors, Inc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Securities America Advisors, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

21 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8318 Pineville Matthews Rd Suite 252
Charlotte, NC 28226

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.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

NC Average: $1,978,216,465
Total Number of Employees

1,875

NC Average: 226
Total Number of Accounts

141,149

NC Average: 7,467
Average Account Size

$157,081

NC Average: $264,928

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

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

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Scott Davis Work History

Scott has 21 years of experience.

2008 - Present (11 years)

Dw Holdings, LLC

2001 - Present (18 years)

Securities America Advisors, Inc

2000 - Present (19 years)

Securities America, Inc

1997 - Present (22 years)

Davis-Williams & Associates, Inc

Disclosures

Scott Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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