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Charles Davis is a registered investment advisor at Federated Securities CORP., based in Pittsburgh, PA, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
224 advisors
IM Fee
Planning only
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Location
1001 Liberty Avenue, Pittsburgh, PA, 15222-3779
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Federated Securities CORP.
October 2011 - Present · 14 yrs 7 mos
Federated Securities CORP.
April 2000 - Present · 26 yrs 1 mo
Federated Securities CORP.Broker
April 2000 - Present · 26 yrs 1 mo
Previous Registrations
Southpointe Distribution Services INC.Broker
June 2005 - October 2007 · 2 yrs 4 mos
Edgewood Services, INC.Broker
April 2000 - October 2013 · 13 yrs 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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
No exam information available for this advisor.