WF
William F Davis
CRD 5710523
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Vericrest Private Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vericrest Private Wealth, Llc
Managing Member · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗