Christopher Davidson is a registered investment advisor, based in Rockwall, TX, with 17 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Rockwall, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is an indirect owner of Proxy International LLC and Proxy Wealth Advisors LLC, both investment-related. He is also the principal owner of Proxy Financial Corp (a holding company) and an indirect owner involved in management consulting at Proxy Capital Partners, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Proxy Wealth Advisors LLC
Previous Registrations
Proxy Freedom
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Dalmore Group LLCBroker
Proxy Wealth Advisors LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
State Registrations2 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
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