Christopher
Davis
Newedge Advisors
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About this Advisor
Christopher Davis is a financial advisor working out of Richmond, Virginia who has 1 year of relevant experience. Davis is currently employed by Newedge Advisors. Throughout their career, Davis has worked at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Envestnet | Moneyguide, Costar Group, Lpl Financial LLC, Newedge Advisors, LLC, Mml Investors Services LLC and Massmutual Life Insurance Company. Davis maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in California and Virginia. Newedge Advisors is a company based in New Orleans, LA. The company has offices in 99 locations and a total of 499 financial advisors. It controls $13 billion in total assets across its 48,067 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 114 charities and foundations. Of its 48,067 accounts, 27% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Newedge Advisors provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the type of services. Fees billed by Newedge Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
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
Christopher Davis Work History
Christopher has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Newedge Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Costar Group
Envestnet | Moneyguide
Mml Investors Services LLC
Massmutual Life Insurance Company
*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 Christopher 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 Newedge Advisors
New Orleans, LA
New Haven, CT
Monroe, LA
Virginia Beach, VA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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