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Joseph Pinkney Davis

DWM ADVISORS, LLC·DURHAM, North Carolina
Clean recordDWM ADVISORS, LLC
5011 SOUTHPARK DR, DURHAM, NC 27713CRD# 1188593Firm CRD# 150441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Pinkney Davis · DURHAM, NC
Registration
CRD #1188593 · DWM ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Pinkney Davis is a registered financial advisor based in DURHAM, North Carolina, affiliated with DWM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DWM ADVISORS, LLC
DAVIS WEALTH MANAGEMENT
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DWM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1188593
Firm CRD# 150441
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Pinkney Davis offer?
Joseph Pinkney Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DURHAM, North Carolina for a consultation.
What are Joseph Pinkney Davis's credentials?
Joseph Pinkney Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Pinkney Davis located?
Joseph Pinkney Davis is based in DURHAM, North Carolina, working with DWM ADVISORS, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Joseph Pinkney Davis charge for services?
Joseph Pinkney Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DWM ADVISORS, LLC?
DWM ADVISORS, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
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