Victoria Anne Davis
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
13 yearsExperience
1 stateRegistered in
$18.9BFirm assets
16 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
- Seminars and workshops
Experience
13 years in the industry.
- Benjamin F. Edwards & Company, Inc.Jul 2026 to now
- Benjmain F EdwardsJul 2026 to now
- Benjamin F EdwardsMar 2024 to Jun 2026
- Lexaurum Advisors, LLCJan 2020 to Feb 2024
- Little TreasuresAug 2019 to Jan 2020
- U.S. Bancorp Investments, Inc.Oct 2018 to Aug 2019
- U.S. BankOct 2018 to Aug 2019
- Focus Lending SolutionMay 2018 to Oct 2018
- RBC Capital Markets, LLCOct 2017 to Mar 2018
- UnemployedApr 2017 to Oct 2017
- TD AmeritradeSep 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (KS).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 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
- 5477313
- Firm CRD
- 146936