Joshua
Davis
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Joshua Davis is a financial advisor operating in Portland, Oregon with 6 years of relevant experience. Davis currently works for Tiaa-Cref Individual & Institutional Services, LLC. Davis has gained experience at Driehaus Securities LLC, Locorr Distributors LLC, Msi Financial Services, Inc, Metropolitan Life Insurance Company, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Gresham Investments and Driehaus Capital Management LLC. Davis holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska and Oregon. Tiaa-Cref Individual & Institutional Services, LLC is a financial advisory firm based out of New York, NY. The investment advisory business has offices in 136 locations and a total of 1,235 people on staff. It manages $31 billion in total assets among its 76,892 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth individuals who have at least $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees charged by Tiaa-Cref Individual & Institutional Services, LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Davis Work History
Joshua has been registered as a financial advisor for 6 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Locorr Distributors LLC
Msi Financial Services, Inc
Metropolitan Life Insurance Company
Driehaus Securities LLC
Driehaus Capital Management LLC
Gresham Investments
*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 Joshua 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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