Robert Davis
Robert Davis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Dallas, TX, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
5420 Lyndon B Johnson, 2 Lincoln Centre # 1300, Dallas, TX, 75240
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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
Robert may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in several LLCs, including TWMG Core, RZDAVIS, and TWMG, spending about half his time on these ventures.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations23 states
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