Douglas Alan Davis
Investment adviser representative at Pcg Wealth Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$931.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Pcg Wealth ManagementSep 2021 to now
- Pcg Wealth Advisors, LLC (dba: Limestone Wealth Management)Sep 2021 to now
- LPL Financial, LLCJul 2018 to now
- Various Insurance Carriers for W&r Insurance AgenciesJan 2010 to Jul 2018
- Waddell & Reed, Inc.Jun 2009 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (KY).
Pcg Wealth Management
Legal name: Pcg Wealth Advisors, LLC
$931.1MAssets managed
1,959Clients
18Advisers
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
- 5673747
- Firm CRD
- 290977