Christy Davis, financial advisor Brevard NC

Christy Davis

CRD Number: 6059061
Current Firm: Lpl Financial LLC

Christy Davis (CRD# 6059061) is an Investment Advisor Representative working at Lpl Financial LLC in Brevard, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Brevard, NC Sep 2014 - Current 9
Ty Henderix Investment Management Brevard, NC Apr 2014 - Sep 2014 < 1
Executive Planners Inc. Brevard, NC Mar 2012 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Christy F. Davis
Phone Number: 704-733-3300
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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