William Davis is a registered investment advisor, based in houston, TX, with 4 years of industry experience.
Location
4295 san felipe ste 222, houston, TX, 77027
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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 →Other Business ActivitiesSells Insurance
William owns Will Davis' Insurance Agency, an insurance agency affiliated with State Farm. He works there about half his time, servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
April 2025 - Present · 1 yr 1 mo
State Farm Vp Management CORP.Broker
April 2025 - Present · 1 yr 1 mo
State Farm Investment Management CORP.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Deutsche Bank Securities INC.Broker
November 2003 - December 2006 · 3 yrs 1 mo
State Registrations2 states
MITX
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.