Richard Todd Davis
Investment adviser representative at Wealthcare Advisory Partners LLC
26 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Wealthcare Advisory Partners LLCJul 2021 to now
- Wealthcare Advisory Partners LLC dba Wiser Wealthcare, Inc.Jul 2021 to now
- M. S. Howells & Co.Aug 2019 to now
- Efficient Advisors, LLCJan 2017 to now
- Wiser Benefit ConsultantsApr 2010 to now
- Carolina Financial ProfessionalsJan 2000 to now
- Wiser Financial Coaching, LLCApr 2007 to Jul 2021
- Triad Advisors, Inc.Mar 2006 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2679869
- Firm CRD
- 171976