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Detrionne Davis

8 Years of Experience
Columbus, OH
1 DisclosureBroker

Detrionne Davis is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 8 years of industry experience. Detrionne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 270,365 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
398 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nationwide Investment Advisors (NIA) offers investment management through ProAccount. Here's how the fees work:

  • Nationwide Retirement Program: You'll be charged up to 1.00% of your account balance annually. This fee is taken out of your account quarterly.
  • Nationwide Governmental and Institutional Plans: You'll be charged up to 0.65% of your account balance annually. This fee is also taken out of your account quarterly.

These fees are negotiable at the plan level. The fees are in addition to any other fees your retirement plan may charge.

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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

Get directions

History

Regulatory History (1)
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Criminal
May 2011
Final Disposition
Other Business Activities

Detrionne is the CEO of Davis Tax Liens & Deeds and a partner at C-Suite Logistics. He also works as a professional mover for Bellhop, a tasker for Task Rabbit, and a package handler for Amazon, dedicating about a quarter of his time to Bellhop and C-Suite Logistics, and a few hours per week to the other activities.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
May 2022 - Present · 4 yrs 2 mos
Nationwide Investment Services CorporationBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
John Hancock Investment Management, LLC
February 2019 - October 2021 · 2 yrs 8 mos
John Hancock Investment Management Distributors LLCBroker
July 2018 - October 2021 · 3 yrs 3 mos
Allstate Financial Services, LLCBroker
August 2015 - July 2016 · 11 mos
Allstate Distributors, L.L.C.Broker
February 2015 - September 2015 · 7 mos
State Registrations52 states
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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.
Detrionne Davis - Financial Advisor | TrueAdvisor