Kim Davis
Kim Davis is a ChFC-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Conshohocken, PA, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Millennium One, 20 Ash Street, Conshohocken, PA, 19428
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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 →Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Valley Forge Asset Management, LLC
Valley Forge Asset Management, LLCBroker
Widmann, Siff & CO., INC.
Widmann, Siff & CO., INC.Broker
Hess, Grant & Company, INC.Broker
Hess Investment CO.Broker
State Registrations49 states
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