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Patricia Ann Davidson

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.·CEDAR RAPIDS, Iowa
Unclaimed Profile
221 THIRD AVENUE SE SUITE 215, CEDAR RAPIDS, IA 52401CRD# 2191123Firm CRD# 28289
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About

Patricia Ann Davidson is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with WORLD TREND FINANCIAL PLANNING SERVICES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
AUM
$730M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WORLD TREND FINANCIAL PLANNING SERVICES, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2191123
Firm CRD# 28289
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Ann Davidson offer?
Patricia Ann Davidson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Patricia Ann Davidson's credentials?
Patricia Ann Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Davidson located?
Patricia Ann Davidson is based in CEDAR RAPIDS, Iowa, working with WORLD TREND FINANCIAL PLANNING SERVICES, LTD.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Patricia Ann Davidson charge for services?
Patricia Ann Davidson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORLD TREND FINANCIAL PLANNING SERVICES, LTD.?
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. has approximately 16 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CEDAR RAPIDS
Thomas Joseph Berthel — BFC PLANNING, INC.Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Philip Armand Alice Lemmens — AEGON USA INVESTMENT MANAGEMENT, LLCBridget Celia Davis — CEDAR POINT CAPITAL PARTNERS, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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