Joshua Davis
Joshua Davis is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Johnston, RI, with 28 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
1 Citizens Bank Way, Johnston, RI, 02919
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Criminal
March 1989Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Wm Financial Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations9 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.
Exams
More Advisors
- John AlessiCitizens Securities, INC.
- William Jacques, ChFCCitizens Securities, INC.
- Patrick Dunk, CFPCitizens Securities, INC.
- Andrew MacleodCitizens Securities, INC.
- Samia EliasCitizens Securities, INC.
- Dylan MenardCitizens Securities, INC.