Our financial advice team

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

Carl Davis

Financial Advisor

Sentinel Wealth Advisory Group
48
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
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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

Education

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

Awards & recognition

  • Sentinel Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2022
  • Sentinel Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

My photos

2 albums
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Connect with us

Carl Davis may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0A79228

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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