William F Davis
Investment adviser representative at Vericrest Private Wealth, LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$137.8MFirm 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 assets
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.
- Vericrest Private Wealth, LLCJul 2023 to now
- Ameriprise Financial Services, Inc.Dec 2016 to May 2023
- Prism Advisory Group LLCMay 2016 to Nov 2016
- Temple UniversitySep 2000 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Vericrest Private Wealth, LLC
$137.8MAssets managed
109Clients
2Advisers
5 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
- 5710523
- Firm CRD
- 311111