Davis Green is a registered investment advisor, based in Bella Vista, AR, with 16 years of industry experience.
Location
Bella Vista, AR
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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.
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Davis works as an Investment Advisor Representative (IAR) with Kestra Advisory Services, providing investment advisory services. This is a full-time commitment.
Employment History
Current Registrations
Kestra Advisory Services, LLC
November 2018 - Present · 7 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Kestra Investment Services, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Dfa Securities LLCBroker
October 2015 - October 2018 · 3 yrs
Dimensional Fund Advisors LP
October 2015 - October 2018 · 3 yrs
NFP Advisor Services, LLC
August 2012 - July 2015 · 2 yrs 11 mos
NFP Advisor Services, LLCBroker
May 2012 - July 2015 · 3 yrs 2 mos
State Farm Vp Management CORP.Broker
July 2009 - January 2012 · 2 yrs 6 mos
MML Investors Services, INC.Broker
January 2009 - June 2009 · 5 mos
State Registrations3 states
ARILTX
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.