
Troy Davis, CFP, CWS
Sr. VP – Financial Consultant

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

Brigham Young University Marriott School of Management
2002 - 2004Master of Business Administration (MBA)
Westminster College
1996 - 1999Bachelor’s Degree Finance, General
Experience

Charles Schwab
Dec 2004 - nowSr. VP – Financial ConsultantRepresentatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less
Licenses & Certifications

CFP
College of Financial PlanningSept 2006.webp)
Series 66
Financial Industry Regulatory Authority (FINRA)Dec 2000.webp)
Series 6
Financial Industry Regulatory Authority (FINRA)Nov 1995
CWS- Certified Wealth Strategist
Cannon Financial InstituteOct 2016.webp)
Series 63
Financial Industry Regulatory Authority (FINRA)Nov 1995.webp)
Series 7
Financial Industry Regulatory Authority (FINRA)Jun 1996
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