Unclaimed Profile

Norman Davis

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC·NASHVILLE, Tennessee

Clean recordDAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

3102 WEST END AVE, NASHVILLE, TN 37203CRD# 2463795Firm CRD# 286575

Profile Verification

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

Identity

Norman Davis · NASHVILLE, TN

Registration

CRD #2463795 · DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Norman Davis is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC

AUM

$156M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2463795

Firm CRD# 286575

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Norman Davis offer?

Norman Davis specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Norman Davis's credentials?

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

Where is Norman Davis located?

Norman Davis is based in NASHVILLE, Tennessee, working with DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Norman Davis charge for services?

Norman Davis'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 DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC?

DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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