Individual Firm
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ANDREW DAVIS
ANDY DAVIS
CRD#: 5823706
IA
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ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 99 E MAIN STREET SUITE 200
Franklin, TN 37064
Franklin, TN 37064
0
Disclosures
14
Years of Experience
View By:
State Registrations
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Tennessee 1/9/2024
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Registered with this firm since 1/9/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/16/2018 - 10/26/2024 | FRANKLIN, TN | |
IA | 07/07/2016 - 08/01/2018 | WOODLAND HILLS, CA | |
B | 08/26/2016 - 12/06/2016 | WOODLAND HILLS, CA | |
IA | 03/11/2015 - 08/09/2016 | WOODLAND HILLS, CA | |
B | 08/05/2010 - 12/03/2014 | MINNEAPOLIS, MN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.