Zachary
Eidson
Davis, Davis And Conover Wealth Management, LLC
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About this Advisor
Zachary Eidson is a financial advisor working in Nashville, Tennessee with a total of 6 years of relevant experience. Eidson is on the advisory team at Davis, Davis And Conover Wealth Management, LLC. Eidson has gained experience at Ubs and Davis, Davis And Conover Wealth Management, LLC. Eidson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Tennessee and Texas. Davis, Davis And Conover Wealth Management, LLC is a financial advisory business that has its headquarters in Nashville, TN. It oversees $135 million in total assets across its 504 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 504 accounts, 22% belong to high-net-worth investors who have greater than $1 million in assets. Davis, Davis And Conover Wealth Management, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Davis, Davis And Conover Wealth Management, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davis, Davis And Conover Wealth Management, LLC Brokerage Details
$135,394,725
2
504
$268,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Zachary Eidson Work History
Zachary has been registered as a financial advisor for 6 years.*
Davis, Davis And Conover Wealth Management, LLC
Ubs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Eidson 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 Davis, Davis And Conover Wealth Management, LLC
Nashville, TN
Nashville, TN
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