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
- 2022 -now Senior Wealth Manager @
- 2015 -2026 Keynote Speaker @ Investment Management
- 2015 -2021 Chief Investment Officer @ Centric Capital Advisors, Inc.
- 2015 -2016 Chief Executive Officer @
- 2006 -2015 Partner @
- 2000 -2005 Sr. Vice President, Investments @
- 1996 -2000 Investment Limited Partner @ JC Bradford & Co
- 1992 -1996 Account Executive @ Dean Witter Reynolds
Roger Davis Education
- University of Mississippi
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
1987-1991
Roger Davis Skills
- Equities
- Investments
- Portfolio Management
- Risk Management
- Investment Advisory
- Asset Managment
- Asset Allocation
- Series 7
- Alternative Investments
- Hedge Funds
- Wealth Management
- Securities
- Strategic Financial Planning
- Fixed Income
- Retirement Planning
- Financial Modeling
- Estate Planning
- Investment Management
- Private Equity
- Options
- Asset Management
- Finance
- Mutual Funds
- Trading
- Investment Strategies
- Fund Of Funds
- Capital Markets
- Strategy
- Wealth Management Services
- Valuation
- Venture Capital
- Financial Advisory
- Financial Markets
- Investment Banking
- Equity Research
- Equity Trading
- Derivatives
- Series 63
- Strategic Planning
- Financial Analysis
- Marketing
- Financial Services
- 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 Equities, Investments, Portfolio Management, Risk Management, Investment Advisory and more. Roger Davis has 2 emails and 4 mobile phone numbers on RocketReach.
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