Douglas Davis
Douglas Davis is a CFP-designated registered investment advisor at Pcg Wealth Management, based in Louisville, KY, with 16 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.
Location
3832 Taylorsville Road Suite 1, Louisville, KY, 40220
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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
Douglas operates Limestone Wealth Management as a DBA for his LPL business and provides investment advisory services through PCG Wealth Advisors, LLC, spending nearly all of his time on these activities. He also sells non-variable insurance products, including term life, fixed annuities, LTCI, disability, and Medicare supplement, dedicating a few hours per week.
Employment History
Current Registrations
Pcg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
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.