Chief Investment Officer
Current
Centric Capital Advisors, Inc.
Jun 2016 - Present
AeroLeads people directory · profile
Roger C. Davis Email & Phone Number
Financial Advice for Successful Families and Individuals | Tax Planning Specialists | Committed to Safeguarding and Growing Your Wealth | Principal at Centric Capital Advisors | Public Speaker & Author
at
Centric Capital Advisors, Inc.
1 work email found
@centricca.com
3 phones found area 310
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Centric Capital Advisors, Inc.
Role
Financial Advice for Successful Families and Individuals | Tax Planning Specialists | Committed to Safeguarding and Growing Your Wealth | Principal at Centric Capital Advisors | Public Speaker & Author
Location
Los Angeles Metropolitan Area, United States
Who is Roger C. Davis? Overview
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Quick answer
Roger C. Davis is listed as Financial Advice for Successful Families and Individuals | Tax Planning Specialists | Committed to Safeguarding and Growing Your Wealth | Principal at Centric Capital Advisors | Public Speaker & Author at Centric Capital Advisors, Inc., based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at centricca.com, phone signal with area code 310, and a matched LinkedIn profile for Roger C. Davis.
Roger C. Davis previously worked as Chief Investment Officer at Centric Capital Advisors, Inc. and Keynote Speaker at Investment Management. Roger C. Davis holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from University Of Mississippi.
Company email context
Email format at Centric Capital Advisors, Inc.
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{first_initial}{last}@centricca.com
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AeroLeads found 1 current-domain work email signal for Roger C. Davis. Compare company email patterns before reaching out.
Profile bio
About Roger C. Davis
Roger Davis is a wealth manager for successful families and individuals, a speaker, and the author of Wall Street’s Just Not That Into You: An Insider’s Guide to Protecting and Growing Wealth (Bibliomotion, 2015). He is a Principal and Chief Investment Officer of Centric Capital Advisors. In addition to his experience managing money and executing large transactions, Roger has practical business experience as a board member and shareholder for several successful private companies. He has served numerous non-profits as a board member and is currently a member of the board of directors for the Santa Monica Rotary Club. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto.Investment advisory services offered through Woodridge Wealth Management, LLC (WWM). Centric Capital Advisors, LLC (CCA) and WWM are affiliated entities. WWM & CCA do not provide legal or tax advice, and are not Certified Public Accounting firms.This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Woodridge Wealth Management, LLC (WWM) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact WWM at 310-579-9060.
Listed skills include Investments, Portfolio Management, Equities, Securities, and 39 others.
Current workplace
Roger C. Davis's current company
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Centric Capital Advisors, Inc.
7 roles
Roger C. Davis work experience
A career timeline built from the work history available for this profile.
Keynote Speaker
Current
Investment Management
In his keynotes, Roger provides a convincing overview of why the most common practices used by financial advisors simply cannot reliably get you where you want to go and in his down-to-earth style offers audiences fact-based, pragmatic advice on how to invest more wisely. CONTENT CAN BE CUSTOMIZED TO SUIT THE FOLLOWING AUDIENCES:• Investment professionals• Successful individuals or families investigating new approaches to wealth management• All individuals, groups, and affiliations with a stake in the market CATEGORIES:Business, Investing, Personal Finance, Wealth Management, Financial Planning
Apr 2015 - Present
Chief Executive Officer
May 2015 - Jun 2016
May 2006 - May 2015
May 2000 - Oct 2005
Investment Limited Partner
Jc Bradford & Co
Managed Client AssetsAdvised Deposit Guaranty Bank on Fixed Income Portfolio
Jan 1996 - Sep 2000
Account Executive
Dean Witter Reynolds
Dec 1992 - Jan 1996
1 education record
Roger C. Davis education
-
University Of Mississippi
FAQ
Frequently asked questions about Roger C. Davis
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What company does Roger C. Davis work for?
Roger C. Davis works for Centric Capital Advisors, Inc..
What is Roger C. Davis's role at Centric Capital Advisors, Inc.?
Roger C. Davis is listed as Financial Advice for Successful Families and Individuals | Tax Planning Specialists | Committed to Safeguarding and Growing Your Wealth | Principal at Centric Capital Advisors | Public Speaker & Author at Centric Capital Advisors, Inc..
What is Roger C. Davis's email address?
AeroLeads has found 1 work email signal at @centricca.com for Roger C. Davis at Centric Capital Advisors, Inc..
What is Roger C. Davis's phone number?
AeroLeads has found 3 phone signal(s) with area code 310 for Roger C. Davis at Centric Capital Advisors, Inc..
Where is Roger C. Davis based?
Roger C. Davis is based in Los Angeles Metropolitan Area, United States while working with Centric Capital Advisors, Inc..
What companies has Roger C. Davis worked for?
Roger C. Davis has worked for Centric Capital Advisors, Inc., Investment Management, Woodridge Wealth Management, Ubs Financial Services, and Jc Bradford & Co.
How can I contact Roger C. Davis?
You can use AeroLeads to view verified contact signals for Roger C. Davis at Centric Capital Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Roger C. Davis attend?
Roger C. Davis holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from University Of Mississippi.
What skills is Roger C. Davis known for?
Roger C. Davis is listed with skills including Investments, Portfolio Management, Equities, Securities, Investment Strategies, Investment Advisory, Fixed Income, and Finance.
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