Nathaniel
Davis
Sagespring Wealth Partners
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About this Advisor
Nathaniel Davis is a financial advisor based in Frisco, Texas, working with Sagespring Wealth Partners. Nathaniel has previously held positions at Raymond James Financial Services, Inc, Alteryx, Christian Brothers Automotive, Full-Time Student, Red Feather Golf & Social Club, Chick-Fil-A, Sam's Club, Honey Baked Ham Company, Central Security Life Insurance, City Of Allen - Don Rodenbaugh Natatorium, La Finca Chiquita, Texas Wedge, and Sagespring Wealth Partners. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nathaniel is part of Sagespring Wealth Partners, which operates out of Frisco, Texas. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nathaniel Davis Work History
Raymond James Financial Services, Inc
Sagespring Wealth Partners
Alteryx
Christian Brothers Automotive
Full-Time Student
Red Feather Golf & Social Club
Alteryx
Texas Wedge
Chick-Fil-A
Christian Brothers Automotive
Sam'S Club
Honey Baked Ham Company
Full-Time Student
Central Security Life Insurance
Full-Time Student
City Of Allen - Don Rodenbaugh Natatorium
La Finca Chiquita
Full-Time Student
Disclosures
Please visit the SEC profile of Nathaniel Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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