Rana Davidson has been an investment adviser representative at American Money Management since March 2021, and is not listed among the firm’s executive officers or direct owners. Rana Davidson holds a Bachelor's degree in Accounting from the University of San Diego.
American Money Management, LLC is a Rancho Santa Fe, CA firm with $844M under management, 832 clients and 11 advisers across 5 offices, as of its March 2026 filing.
Rana Davidson is Financial Planner, Investment Advisor of American Money Management, LLC. She began her career in public accounting as an auditor with KPMG, LLP, then worked as a Senior Analyst of Technical Accounting with Cubic Corporation. At American Money Management she provides financial analysis and advice in the areas of tax, holistic financial planning and wealth investment, and specializes in supporting clients through the financial aspects of their divorce.
- – present · 5 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 115357
Professional designations
Listed by American Money Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Rana Davidson is registered as an investment adviser representative in California, since March 2021.
- CaliforniaSince 25 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rana E Davidson
- CRD
- 7345801
- Firm
- American Money Management · CRD 115357
- Office
- 14249 RANCHO SANTA FE FARMS ROAD, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amminvest.com
Where does Rana Davidson work?
Rana Davidson is an investment adviser representative registered through American Money Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Rana Davidson a financial advisor?
Yes. Rana Davidson has a current investment-adviser registration in California, through American Money Management since March 2021.
How many years of experience does Rana Davidson have?
Rana Davidson has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Rana Davidson passed?
Rana Davidson passed the Series 65 in March 2021.
Where is Rana Davidson based?
Rana Davidson’s registered office is in Rancho Santa Fe, CA.
Is Rana Davidson registered with FINRA?
No. Rana Davidson has no current broker registration.
Is Rana Davidson a CFP?
American Money Management lists Rana Davidson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rana Davidson’s record?
Search CRD 7345801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rana Davidson’s full registration record.