Kevin Davis (CRD# 1295560) is an Investment Advisor Representative working at Davis Financial Services in Dallas, TX and has over 40 years of experience in the finance industry.
CRD# 4140477
Edward Jones
CRD# 4403668
Mml Investors Services, LLC
CRD# 2448745
Independent Financial Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Davis Financial Services, LLC | Dallas, TX | Feb 2022 - Current | 2 |
Davis, Glenn, & Glover Wealth Management Services, LLC | Dallas, TX | Oct 2014 - Current | 9 |
Davis, Glenn, & Glover Wealth Management Services, LLC | Dallas, TX | Aug 2014 - Current | 9 |
Davis Financial Services | Dallas, TX | Feb 2010 - Current | 14 |
Lpl Financial, LLC | Dallas, TX | Sep 2009 - Jan 2023 | 13 |
Lpl Financial LLC | Dallas, TX | Sep 2009 - Dec 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1984 |
- LA
- TX
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts225ACCOUNTS
-
Average Account Value$251,419
- 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
LA, TX
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