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Carl Davis, Financial Advisor serving the El Segundo, CA area - Ameriprise Advisors

Carl Davis

CIMA®

Financial Advisor

Vice President of
Sentinel Wealth Advisory Group
49
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 11 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • A.A., Business Mgmt El Camino College,Torrance CA

Awards & recognition

  • Sentinel Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Sentinel Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Morgan Stanley, 2009-2011
  • Regional Sales Manager, Smith Barney,EFHutton, 2006-2008-1983-1986
  • Financial Advisor, Smith Barney,Wachovia,EFHutton, 1976-1983,2002-2006
  • Branch Manager, Prudential Securities, Dean Witter, EFHutton, 1986-2002

Community participation

I am a past board member and still actively support Drew Child Development Corporation. Drew helps children of Watts-Willowbrook, Compton and South Los Angeles to succeed and thereby strengthen our community’s future.

Interests

I enjoy spending time with my 4 grandchildren, listening to all types of music and playing really bad golf.

Honored to be recognized in Forbes

I’m excited to share that Sentinel Wealth Advisory Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.