John Davis Email & Phone Number
Managing Partner and Financial Consultant @ Legacy Wealth Management of KY
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John Davis Location
- Lexington, KY, US
John Davis Work
- 2009 - now Managing Partner and Financial Consultant @
- 2007 - 2009 Financial Advisor @
- 1998 - 2007 Financial Advisor @
- 1995 - 1998 Commercial Real Estate Lending and Analyst @
John Davis Education
- College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
2014 - 2016 - University of Kentucky
Bachelors (Business Administration / Finance)
1990 - 1995 - Paul G. Blazer High School 1986 - 1990
John Davis Skills
- Retirement Planning
- Investments
- Strategic Financial Planning
- Series 7
- Wealth Management
- Estate Planning
- Investment Advisory
- Asset Management
- Fixed Annuities
- Portfolio Management
- Series 63
- IRAs
- Asset Managment
- Series 24
- 401k
- 401k Rollovers
- Money Management
- Managed Money
- Wealth
- Financial Services
- Financial Planning
- Mutual Funds
- Finance
- Project Management
- Operations
- Directors
- Real Estate
- Customer Service
- Sellers
- Analysis
- Strategic Financial
John Davis Summary
- John Davis, based in Lexington, KY, US, is currently a Managing Partner and Financial Consultant at Legacy Wealth Management, KY. John Davis brings experience from previous roles at Wachovia Securities, A.G. Edwards and Bank One. John Davis holds a 2014 - 2016 Certified Financial Planner in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Investments, Strategic Financial Planning, Series 7, Wealth Management and more. John Davis has 1 emails and 1 mobile phone numbers on RocketReach.
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