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Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Lake Village, AR 71653
Accurate Wealth Management, LLC
Multi-team
Roger Davis is a financial advisor at Accurate Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Accurate Wealth Management since 2020, with prior experience at Centric Capital Advisors and Centric Capital. Davis serves as a board member for the Chicot County Arkansas Board of Equalization, which handles property tax disputes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in assets under management.
Based on Accurate Wealth Management, LLC
Based on Accurate Wealth Management, LLC
Fixed fees for financial planning range from $1,000 to $100,000, negotiable
Up to 2.50% annually (negotiable, maximum)
$250 per hour for financial planning services (rate may vary for non-complex matters)
20% performance fee annually in arrears on a high-water mark basis for qualified clients
Lake Village, AR
111 Main Street
Lake Village AR 71653
Advisors at this office
1
Arkansas · California · Mississippi
32 years of industry experience
Accurate Wealth Management, LLC
2020 - Present • 6 years
Los Angeles, CA
Centric Capital Advisors, LLC
2018 - 2018 • 1 year
Santa Monica, CA
Centric Capital
2016 - Present • 10 years
Los Angeles, CA
Woodridge Wealth Management, LLC
2015 - 2018 • 3 years
Los Angeles, CA
Element Wealth, LLC
2006 - 2015 • 9 years
UBS Financial Services
2003 - 2005 • 2 years
Jackson, MS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Greenville, MS
Edward Jones
Chad Freeman is a financial advisor with Edward Jones in Greenville, Mississippi. He holds a Series 66 designation and has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Series 66
Greenville, MS
Edward Jones
Nancy Cannatella is a Series 66 licensed financial advisor with six years of industry experience. She is currently with Edward Jones in Greenville, MS, having joined the firm in 2025. Prior to this, she worked at Raymond James Financial Services Inc and Guaranty Bank & Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.
CFP®, Series 66
Greenville, MS
Edward Jones
Joseph Eagle is a CFP® professional affiliated with Edward Jones in Greenville, Mississippi, with 11 years of industry experience. He has been with Edward Jones since 2014 and is also involved in a self-employed venture, Eagle Entertainment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
CFP®, Series 63, Series 65
Greenville, MS
Edward Jones
Donna Adams is a CFP® professional with 36 years of industry experience. She has worked at Edward Jones since 2017, following roles at LPL Financial and Guaranty Bank & Trust. Outside of financial advising, she is involved as a secretary for Adams Cotton Consultant in Greenville, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs with an emphasis on fiduciary standards, tax-efficient services, and a broad national network of advisors and branch offices.
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