R. Todd Davis, LUTCF

R. Todd Davis, LUTCF

Managing Partner & OSJ

Phone: (336) 769-4644
Fax: (336) 769-9706
Mobile Phone: (336) 408-9980
E-mail:
 

Born in 1963; (2007 to present) Managing Member, Wiser Financial Coaching, LLC (The Firm); Investment Advisory Representative of Wiser Financial Coaching, LLC; BS in Business Management from Western Carolina University (1986); LUTCF certification from The American College (1998); during the past ten years he has been a securities representative with Jefferson Pilot Securities Corp.(1997 to 2006); and then with Triad Advisors, LLC. (2006 to present). In addition, he is an independent insurance agent (1995 to present), and managing member of both Carolina Financial Professionals, LLC, an insurance firm (2000 to present) and Wiser Benefit Consultants, Inc. (2009 to present) a commission only firm acting as a registered representative for Triad Advisors, LLC. a broker/dealer.

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