Troy Davis, CFP, CWS

Troy Davis, CFP, CWS

Sr. VP – Financial Consultant

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  • Timeline

  • About me

    Sr. VP - Financial Consultant: Helping clients own their tomorrow

  • Education

    • Brigham Young University Marriott School of Management

      2002 - 2004
      Master of Business Administration (MBA)
    • Westminster College

      1996 - 1999
      Bachelor’s Degree Finance, General
  • Experience

    • Charles Schwab

      Dec 2004 - now
      Sr. VP – Financial Consultant

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  • Licenses & Certifications

    • CFP

      College of Financial Planning
      Sept 2006
    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      Dec 2000
    • Series 6

      Financial Industry Regulatory Authority (FINRA)
      Nov 1995
    • CWS- Certified Wealth Strategist

      Cannon Financial Institute
      Oct 2016
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Nov 1995
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Jun 1996