Davis Wealth Advisors
Davis Wealth Advisors (CRD# 287736) is a financial advisory firm headquartered in Salem, NH. They manage $130,397,413 in 391 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management130MILLION
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Total Number of Accounts391ACCOUNTS
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Average Account Value$333,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
MA, NH
Melinda Davis (CRD# 5089384) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has over 13 years of experience in the finance industry.
Stephanie Griebel (CRD# 5879108) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has over 13 years of experience in the finance industry.
Zachary Gibbons (CRD# 7853342) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has 1 year of experience in the finance industry.