BrianDavis- Financial Advisor Richfield, OH

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About Brian Davis

Helping You Sustain Your Legacy We are in the business of advising clients who want to develop and implement a comprehensive, effective, long-term financial strategy, customized to their personal goals and resources. We expect our relationship to endure for many years, and possibly even for generations. Because our professional perspective is, essentially, permanent, we work hard to foster and preserve the trust and confidence of our clients. We hold ourselves to high standards of expertise, professionalism and service, and we emphasize regular, interactive communication as our best resource for assessing and improving the quality of the service we provide.

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General Information

Firm Start Year

1925

CRD#

2264620

Firm CRD#

6413

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPFA, ChFC^®, AIF^®, CLU^®, CEPA^®

Securities Licenses

Series 24, Series 65, Series 63, Series 6, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Hourly, Based on Assets, Commissions

Education

Bachelor of Science - Earth Science

University of Notre Dame
08/22/1981 -05/15/1985

MBA - Finance

Drexel University
09/01/1988 -05/10/1990

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Securities and advisory services offered through LPL Financial, Registered Investment Advisor, Member FINRA & SIPC. Financial planning offered through Davis Wealth Management, LLC, A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA,FL, IN, MA, NY, OH, TX, VA, WY

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC.

Paladin Advisors

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Paladin Research Report For:

Brian Davis

Davis Wealth Management, LLC