Douglas Davis has been an investment adviser representative at PCG Wealth Advisors since September 2021, and is not listed among the firm’s executive officers or direct owners. Douglas Davis holds a Master of Business Administration (MBA) from Webster University and a Bachelor of Science in Business Administration & Economics from Georgetown College.
PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.
Douglas Davis is Partner and Wealth Advisor of Limestone Wealth Management, based in Louisville, KY. He began his career at Citizens Fidelity Bank & Trust Company (now PNC Bank), where for approximately 10 years he worked in branch management, as AVP of Retail Product Development and as Head of Market Research & Database Marketing. He offers clients a planning process covering retirement, estate and legacy planning and risk management, with regular progress monitoring.
Douglas Davis’ longest registration was 8 years at Waddell & Reed (2009–2018). Before joining PCG Wealth Advisors in 2021, Douglas Davis was registered through LPL Financial LLC and Waddell & Reed.
- PCG Wealth ManagementCurrent– present · 5 yearsLouisville, KY · Adviser representative · Firm CRD 290977
- LPL Financial LLC– · 3 yearsOverland Park, KS · Adviser representative · Firm CRD 6413
- Waddell & Reed– · 8 yearsLouisville, KY · Adviser representative · Firm CRD 866
Professional designations
Listed by PCG Wealth Advisors
- Certified Financial Planner™ (CFP®)
Investment adviser representative registrations
Douglas Davis is registered as an investment adviser representative in Kentucky, since September 2021.
- KentuckySince 22 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 December 2009 |
| Series 7 | General Securities Representative Examination | 8 October 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Alan Davis
- CRD
- 5673747
- Firm
- PCG Wealth Advisors · CRD 290977
- Office
- 3832 Taylorsville Road Suite 1, Louisville, KY 40220
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- limestonewm.com
Where does Douglas Davis work?
Douglas Davis is an investment adviser representative registered through PCG Wealth Advisors, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Davis a financial advisor?
Yes. Douglas Davis has a current investment-adviser registration in Kentucky, through PCG Wealth Advisors since September 2021.
How many years of experience does Douglas Davis have?
Douglas Davis has 17 years in the financial industry, since October 2009, across 3 adviser firms.
What exams has Douglas Davis passed?
Douglas Davis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2009. FINRA credited Douglas Davis with the SIE, which began in October 2018.
Where did Douglas Davis work before PCG Wealth Advisors?
Before PCG Wealth Advisors, Douglas Davis was registered through Waddell & Reed, December 2009 to August 2018.
Where is Douglas Davis based?
Douglas Davis’ registered office is in Louisville, KY.
Is Douglas Davis registered with FINRA?
Yes. Douglas Davis has a current broker registration, under CRD 5673747.
Source: FINRA BrokerCheck
Is Douglas Davis a CFP?
PCG Wealth Advisors lists Douglas Davis with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Douglas Davis’ record?
Search CRD 5673747 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Douglas Davis’ full registration record.
