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Kenneth Steven Davis

UNITED BROKERAGE SERVICES, INC·PARKERSBURG, West Virginia
SIE, Series 27, Series 99TOClean recordUNITED BROKERAGE SERVICES, INC
514 MARKET STREET, PARKERSBURG, WV 26101CRD# 2451176Firm CRD# 39062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Steven Davis · PARKERSBURG, WV
Registration
CRD #2451176 · UNITED BROKERAGE SERVICES, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UNITED BROKERAGE SERVICES, INC
CRD 39062 · SEC 801-80804
AUM
$250M
Regulatory assets under management
Employees
101
790 client accounts
Services offered by UNITED BROKERAGE SERVICES, INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at UNITED BROKERAGE SERVICES, INC →
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Frequently Asked Questions

What services does Kenneth Steven Davis offer?
Kenneth Steven Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARKERSBURG, West Virginia for a consultation.
What are Kenneth Steven Davis's credentials?
Kenneth Steven Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Steven Davis located?
Kenneth Steven Davis is based in PARKERSBURG, West Virginia, working with UNITED BROKERAGE SERVICES, INC. Their office serves clients in the PARKERSBURG metropolitan area and surrounding communities.
How does Kenneth Steven Davis charge for services?
Kenneth Steven 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 UNITED BROKERAGE SERVICES, INC?
UNITED BROKERAGE SERVICES, INC has approximately 101 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNITED BROKERAGE SERVICES, INC

Ami Lee Shaver
PARKERSBURG, WV
Matthew Lee Humphrey
PARKERSBURG, WV
Ronald Bradford Burley
PARKERSBURG, WV
Thomas James Mudlaff
PARKERSBURG, WV
Angie Marie Board
PARKERSBURG, WV
Gregory Allen Dennis
PARKERSBURG, WV

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Nearby cities in West Virginia
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Research
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