Richard Todd Davis
Investment Adviser Representative at Wealthcare Advisory Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Todd Davis is an investment adviser representative with Wealthcare Advisory Partners LLC in Winston-salem, NC, where they have been registered since 2021. They have worked in the securities industry since 1995 and have been registered with 5 firms, including Efficient Advisors and Wiser Financial Coaching, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
5 states and territories
North Carolina, Puerto Rico, South Carolina, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, Inc.Mar 2006 – Aug 2019Norcross, GA
- Carolina Financial ProfessionalsJan 2000 – no end date reportedWinston-salem, NC
- Wiser Financial Coaching, LLCApr 2007 – Jul 2021Winston-salem, NC
- Efficient Advisors, LLCJan 2017 – no end date reportedPhiladelphia, PA
- M. S. Howells & Co.Aug 2019 – no end date reportedScottsdale, AZ
- Wiser Benefit ConsultantsApr 2010 – no end date reportedWinston-salem, NC
- Wealthcare ADvisory Partners LLC dba Wiser WealthCare, Inc.Jul 2021 – no end date reportedWinston-Salem, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthcare Advisory Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, insurance coverage, money management strategies, and ESG portfolios utilizing sustainability funds covering U.S. and international developed market equities.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 171
- Offices listed on AdvisorFinder:
- 26
- Main office:
- West Chester, PA
- SEC file number:
- 801-80067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Todd Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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