Gregory O'neal Davis
Investment adviser representative at Rbg Wealth Advisors LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$154.8MFirm 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
Experience
13 years in the industry.
- Rbg Wealth Advisors LLCFeb 2022 to now
- Arco Collection Services LLCMar 2019 to now
- Century Wealth Management, LLCDec 2013 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Rbg Wealth Advisors LLC
$154.8MAssets managed
80Clients
4Advisers
1 yearIn 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
- 6104801
- Firm CRD
- 319486