Brian Davis- 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

1924

Compliance

Qualifications & Membership

Compensation and Fees

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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Additional Detailed Disclosures

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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.

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Brian Davis

Davis Wealth Management, LLC