Samuel Phillip Davis
Investment adviser representative at American Century Investments Private Client Group, Inc.
14 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- American Century Investments Private Client Group, Inc.Nov 2019 to now
- American Century Investment Services, Inc.Nov 2019 to now
- Truth LighthouseJul 2016 to now
- Waddell & Reed, IncOct 2018 to Oct 2019
- Focus Lending SolutionsMar 2018 to Oct 2018
- Scottrade, IncJul 2013 to Mar 2018
- Rental PropertyJan 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 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
- 4621454
- Firm CRD
- 290043