Beverly Davis

from Caldwell Advisors, LLC
SEC regulated
Regulated Investment Advisor
Beverly Davis is a financial advisor based in Tennessee, Brentwood, with 20 years of experience. Beverly currently works for Caldwell Advisors, LLC. Beverly maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Beverly Davis works at Caldwell Advisors, LLC
Caldwell Advisors, LLC is a financial advisory firm based in Brentwood, Tennessee. It currently has approximately $274,069,656 of assets under management and employs about 9 people. Caldwell Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5210 Maryland Way, Ste 202, Brentwood, Tennessee, 37027

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