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Bethany Davis

Wealth Advisor
TDECU Wealth Advisors
Bethany Davis

Bethany Davis
Wealth Advisor
(979) 299-0356
BDavis@tdecu.org

Bethany’s entire professional career has been with TDECU and working directly with members. She understands that trust is the key factor in achieving financial goals. Bethany’s mission is to uphold the importance and honor required of a trusted and valued financial advisor. She enjoys providing tailored investment services while providing a financial roadmap that directs her clients through various stages of life, and has served members with sincerity and passion for more than a decade.

Bethany serves the following Member Centers:

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Due to supply chain disruptions, TDECU Credit Cards may experience delivery delays. You can expect your new card within 6-8 weeks of application approval.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC).

TDECU-Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and may also be employees of TDECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

NOT NCUA Insured of Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AR, AZ, CA, CO, DC, FL, GA, HI, IN, LA, MI, MS, NC, NJ, OK, OR, PA, SC, TN, WA, WI.

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