Troy Davidson Location
Newport Beach, CA, US
Troy Davidson Work
Troy Davidson Education
San Diego State University-California State University
BA (Business Administration Managment)
San Diego State University-California State University
MBA (Finance)
Troy Davidson Skills
Troy Davidson Summary
Troy Davidson, based in Newport Beach, CA, US, is currently a Wealth Advisor at Ballast Rock Private Wealth. Troy Davidson brings experience from previous roles at Charles Schwab, Fidelity Investments and Merrill Lynch. Troy Davidson holds a BA in Business Administration Managment @ San Diego State University-California State University. With a robust skill set that includes Asset Management, Fixed Annuities, Estate Planning, Small Business, Strategic Financial Planning and more. Troy Davidson has 2 emails and 1 mobile phone numbers on RocketReach.