Nathaniel
Davis
Victory Financial
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About this Advisor
Nathaniel Davis is a financial advisor based in Plano, Texas, working with Victory Financial. Nathaniel has previously held positions at Raymond James Financial Services, Inc, Alteryx, Christian Brothers Automotive, Full-Time Student, Red Feather Golf & Social Club, Chick-Fil-A, Sam'S Club, Honey Baked Ham Company, Central Security Life Insurance, City Of Allen - Don Rodenbaugh Natatorium, La Finca Chiquita, Texas Wedge, Sagespring Wealth Partners, and Victory Financial Group. Nathaniel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nathaniel is part of Victory Financial, which operates out of Plano, Texas. The firm has 24 offices and 39 employees. Victory Financial manages assets totaling $687.6 million and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Victory Financial is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
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Victory Financial Brokerage Details
$687,641,583
39
4,210
$163,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nathaniel Davis Work History
Victory Financial Group
Raymond James Financial Services, Inc
Sagespring Wealth Partners
Alteryx
Christian Brothers Automotive
Full-Time Student
Red Feather Golf & Social Club
Alteryx
Texas Wedge
Chick-Fil-A
Christian Brothers Automotive
Sam'S Club
Honey Baked Ham Company
Full-Time Student
Central Security Life Insurance
Full-Time Student
City Of Allen - Don Rodenbaugh Natatorium
La Finca Chiquita
Full-Time Student
Disclosures
Please visit the SEC profile of Nathaniel Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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