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Advisors / Illinois / Columbia
15yrs

William Davis

Full name on record: William Patrick Davis

Financial advisor at Private Advisor Group

Based in Columbia , Illinois, William Davis is a fiduciary financial advisor with 15 years of industry experience. William has been with Private Advisor Group since 2020; before that, William spent five years at Archford Capital Strategies and three years at Deschaine & Company. William holds the CFP® designation.

Columbia , IL 62236CFP®Fiduciary advisor
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At a glance

Experience15 years (since 2012)
How that compares ?15 years in the industry
Office2451 Lakeshore Drive, Columbia , IL 62236
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?1 state

Services through Private Advisor Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2015 – 2020
  3. 2012 – 2015
    Deschaine & Company, L.L.C.Previously

Contact William

(973) 538-7010Firm headquarters in Morristown, NJ. Ask for William. 2451 Lakeshore Drive
Columbia , IL 62236Office · Get directions YouTube channelPrivate Advisor Group

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Questions to ask William

Tailored to William’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About William

How do I contact William?

Call Private Advisor Group at (973) 538-7010 and ask for William Davis. William works from the Columbia , IL office.

How long has William been a financial advisor?

William has been in the industry since 2012, about 15 years. 15 years in the industry.

What licenses does William hold?

Series 65. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William paid?

Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.