Roger Davis Email & Phone Number
Senior Wealth Manager @ Accurate Advisory Group Inc.
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Roger Davis Location
- Los Angeles, CA, US
Roger Davis Work
- Senior Wealth Manager @ (January 2022 - Present)
- Keynote Speaker @ Investment Management (April 2015 - May 2026)
- Chief Investment Officer @ Centric Capital Advisors, Inc. (June 2015 - December 2021)
- Chief Executive Officer @ (May 2015 - June 2016)
- Partner @ (May 2006 - May 2015)
- Sr. Vice President, Investments @ (May 2000 - October 2005)
- Investment Limited Partner @ JC Bradford & Co (January 1996 - September 2000)
- Account Executive @ Dean Witter Reynolds (December 1992 - January 1996)
Roger Davis Education
- University of Mississippi
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
1987-1991
Roger Davis Skills
- 1031 Exchanges
- Alternative Investments
- Asset Allocation
- Capital Gains Tax Planning
- Capital Markets
- Captive Insurance
- Derivatives
- Discovery of Personal and Lifestyle Wealth Goals
- Equity Research
- Equity Trading
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Services
- Fund Of Funds
- Generational Wealth
- Hedge Funds
- High Net Worth Wealth Management
- Income Tax Liability Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Legacy Wealth Management
- Liability Analysis
- Mutual Funds
- Portfolio Management
- Private Equity
- Private Placement Life Insurance
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Trading
- Venture Capital
- Wealth Management
- Wealth Management Services
- Wealth Protection
- Equities
- Asset Managment
- Fixed Income
- Financial Modeling
- Options
- Asset Management
- Valuation
- Investment Banking
- Marketing
- Financial Planning
- Strategic Financial
- Capital
- Services
Roger Davis Summary
- Roger Davis, based in Los Angeles, CA, US, is currently a Senior Wealth Manager at Accurate Advisory Group Inc.. Roger Davis brings experience from previous roles at Investment Management, Centric Capital Advisors, Inc. and Woodridge Wealth Management. Roger Davis holds a 1987 - 1991 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ University of Mississippi. With a robust skill set that includes 1031 Exchanges, Alternative Investments, Asset Allocation, Capital Gains Tax Planning, Capital Markets and more. Roger Davis has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Accurate Advisory Group Inc. Employees
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Sandra Toro
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Maddison Long
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