Neil Davis (CRD# 1598946) is an Investment Advisor Representative working at Dynamic Asset Management Group LLC in Birmingham, MI and has over 37 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Asset Management Group, LLC | Birmingham, MI | Dec 2011 - Current | 12 |
| Concourse Financial Group Securities Inc. | Birmingham, MI | May 2006 - Current | 18 |
| Abaris Asset Management, LLC | Birmingham, MI | Dec 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- FL
- MI
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts428ACCOUNTS
-
Average Account Value$143,528
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, MI
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