Joseph Dale Davison
Investment adviser representative at Private Advisor Group, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$57.7BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- Strategic Wealth Advisors GroupJul 2019 to Jun 2026
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Feb 2004 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 4708289
- Firm CRD
- 155216