William Davis
William Davis is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Las Vegas, NV, with 18 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
3277 E. Warm Springs Rd, Ste. 400, Las Vegas, NV, 89120
Get directionsHistory
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
William is an officer and secretary for the 3277 E. Warm Springs Road Condo Association, and owns Clear Horizon REI LLC, a property ownership and management company. He also owns Bill Davis' Insurance Agency, selling State Farm insurance products and supervising employees, taking about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.Broker
State Registrations4 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
- Jana Barr, ChFCState Farm Investment Management CORP.
- Jody Evans, ChFCState Farm Investment Management CORP.
- Gregory Moore, ChFCState Farm Investment Management CORP.
- Perry Barr, ChFCState Farm Investment Management CORP.
- Ryan JanetState Farm Investment Management CORP.
- Daniel Trubac, ChFCState Farm Investment Management CORP.