Roger Davis is a registered investment advisor, based in Wesley Chapel, FL, with 32 years of industry experience.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roger is an owner/agent at Centric Capital Advisors, LLC, providing long-term care, disability, and life insurance, dedicating about 10-20% of his time. He also works full-time as an investment adviser representative of Accurate Wealth Management, LLC.
Employment History
Current Registrations
Aag Capital, INC
Aag Capital, INCBroker
Accurate Wealth Management, LLC
Previous Registrations
Woodridge Wealth Management, LLC
Centric Capital Advisors, LLC
Woodridge Wealth Management, LLC
Woodridge Capital Portfolio Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.