Jody Davis

Investment Advisor Representative, Capital Wealth Management Group

Role: Investment Advisor Representative at LPL Financial
Location: Columbus, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jody Davis

Capital Wealth Management Group\'s mission is to help our clients navigate through the…

Experience

Investment Advisor Representative
LPL Financial
Apr 2007 — Present
Securities offered through LPL Financial, Member FINRA/SIPCThird party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness.

Education

Columbus State University
Bachelor of Business Administration
1992 — 1995

Skills

Financial Planning
Investments
Financial Planners
401k
Retirement
Strategic Financial Planning
Series 7
Investment Advisory
Securities
Estate Planning
Retirement Planning
Customer Service
Series 63
Life Insurance
Mutual Funds
Fixed Annuities
Long-Term Care
Wealth Management

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