Troy Davidson, CWS®, MBA

VP - Financial Consultant

+1 949-718-5104

Financial credentials

  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • VP - Financial Consultant, Fidelity Investments, 2012-2018
  • Wealth Management Advisor, Merrill Lynch, 2010-2012
  • Financial Advisor, Tax Financial Group, 2009-2010
  • Financial Advisor, First Command Financial Planning, 2006-2009

Education

  • San Diego State University BS Business Administration
  • San Diego State University MBA Finance

Personal interests and affiliations

  • Surfrider Foundation Member
  • San Diego State University FIS Alumni Member

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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