Unclaimed Profile

Roger Clayton Davis

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC·RIDGELAND, Mississippi

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record23 years registeredWOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC

800 WOODLANDS PKY, RIDGELAND, MS 39157CRD# 2320335Firm CRD# 114968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roger Clayton Davis · RIDGELAND, MS

Registration

CRD #2320335 · WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

AAG CAPITAL, INC

Feb 2023 – present

ACCURATE WEALTH MANAGEMENT, LLC

Nov 2020 – present

WOODRIDGE WEALTH MANAGEMENT, LLC

Jan 2019 – Dec 2019

LOS ANGELES, CA

CENTRIC CAPITAL ADVISORS, LLC

Jun 2018 – Dec 2021

LOS ANGELES, CA

WOODRIDGE WEALTH MANAGEMENT, LLC

Jul 2015 – Dec 2018

LOS ANGELES, CA

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC

Aug 2006 – Nov 2015

SANTA MONICA, CA

UBS FINANCIAL SERVICES INC.

May 2003 – Sep 2005

JACKSON, MS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · May 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEMENT WEALTH, LLC

CRD 114968 · SEC 801-61758

AUM

$550M

Regulatory assets under management

Employees

1,209 client accounts

Services offered by ELEMENT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEMENT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Roger Clayton Davis offer?

Roger Clayton Davis specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Roger Clayton Davis's credentials?

Roger Clayton Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Clayton Davis located?

Roger Clayton Davis is based in RIDGELAND, Mississippi, working with WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Roger Clayton Davis charge for services?

Roger Clayton Davis's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC?

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC has approximately 11 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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