Unclaimed Profile

William F Davis

VERICREST PRIVATE WEALTH, LLC·NEWTOWN, Pennsylvania

Clean recordVERICREST PRIVATE WEALTH, LLC

41 UNIVERSITY DRIVE, NEWTOWN, PA 18940CRD# 5710523Firm CRD# 311111

Profile Verification

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

Identity

William F Davis · NEWTOWN, PA

Registration

CRD #5710523 · VERICREST PRIVATE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William F Davis is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with VERICREST PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VERICREST PRIVATE WEALTH, LLC

AUM

$127M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERICREST PRIVATE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5710523

Firm CRD# 311111

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William F Davis offer?

William F Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are William F Davis's credentials?

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

Where is William F Davis located?

William F Davis is based in NEWTOWN, Pennsylvania, working with VERICREST PRIVATE WEALTH, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does William F Davis charge for services?

William F 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 VERICREST PRIVATE WEALTH, LLC?

VERICREST PRIVATE WEALTH, LLC has approximately 2 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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