Chad Davis

Chad Davis

Investment management consultant 1
Charlottesville, Virginia, United States

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Work Experience

Fidelity Investments

Financial Services Professional

2021-10-01 - Present

C&F Wealth Management

AVP Wealth Management

2021-01-01 - 2021-10-01

TD Ameritrade

Branch Manager

2018-02-01 - 2021-01-01

Scottrade

Branch manager

2007-04-01 - 2021-01-01

Morgan Stanley

Financial Advisor

2006-04-01 - 2007-04-01

Skills

financial services finance retirement investments online trading asset management ira 401k mutual funds stocks etf bonds brokerage cash management hsa 529 plans annuities life insurance benefits consulting stock plan services investing business news

Languages

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