Wayne Davies is a CFP, ChFC-designated registered investment advisor, based in The Villages, FL, with 28 years of industry experience.
Location
The Villages, FL
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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
Wayne is an attorney-at-law, spending a significant amount of time on his legal practice and Davies Wealth Management Strategies, LLC. He also co-owns rental properties and is an insurance agent for UNUM, selling life insurance and long-term care insurance, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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