Zachary
Eidson

Davis, Davis And Conover Wealth Management, LLC

CRD#4792807
Investment Advisor
in Nashville, TN

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About this Advisor

Zachary Eidson is a financial advisor based in Nashville, Tennessee, working with Davis, Davis And Conover Wealth Management, LLC. Zachary has previously held positions at UBS and Davis, Davis And Conover Wealth Management, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Zachary is part of Davis, Davis And Conover Wealth Management, LLC, which operates out of Nashville, Tennessee. The firm has 2 employees and manages assets totaling $156.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Davis, Davis And Conover Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3102 West End Ave Suite 400
Nashville, TN 37203

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Davis, Davis And Conover Wealth Management, LLC Brokerage Details

Total Assets Under Management

$156,031,779

TN Average: $730,596,643
Total Number of Employees

2

TN Average: 15
Total Number of Accounts

528

TN Average: 968
Average Account Size

$295,515

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Zachary Eidson Work History

2017 - Present (7 years)

Davis, Davis And Conover Wealth Management, LLC

2004 - 2017 (13 years)

Ubs

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

Carolyn Conover
Nashville, TN
Zachary Eidson
Nashville, TN

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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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.

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