NetAdvizor Wealth LLC

Timothy Davis is a financial advisor with NetAdvizor Wealth LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at LPL Financial, Ritter, Virok, Lambert & Associates, and Ameriprise Financial Services. Outside of his advisory work, he is involved in an accounting and bookkeeping firm where he serves as Sales and Marketing Director, focusing on small business operations and consulting. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach, offering both discretionary and non-discretionary investment management alongside financial planning.

Jordan Fulton is a CFP® professional with eight years of experience in financial advising. He is currently with NetAdvizor Wealth LLC and has held roles at NetAdvizor LLC and Ronald Blue & Co. Outside of his advisory work, Fulton serves as President and Corporate Controller for McIntosh Corporation, a specialty contractor in Tulsa, Oklahoma. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework. The firm offers both discretionary and non-discretionary investment management and documents client objectives in an Investment Policy Statement.

Seth Deaver is a financial advisor at NetAdvizor Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Selective Wealth Management, Inc. and Raymond James Financial Services, Inc. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework. The firm offers both discretionary and non-discretionary investment management and documents client objectives in an Investment Policy Statement.