Michael Davis, financial advisor Dupont WA

Michael Davis

CRD Number: 5052382
Current Firm: Summit Financial Group Inc.

Michael Davis (CRD# 5052382) is an Investment Advisor Representative working at Summit Financial Group Inc. in Dupont, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Dupont, WA Sep 2019 - Current < 1
Summit Financial Group Inc. Dupont, WA Mar 2018 - Current 2
Summit Brokerage Services Inc. Dupont, WA Mar 2018 - Sep 2019 1
Wells Fargo Advisors Financial Network, LLC Dupont, WA May 2014 - Feb 2018 3
Edward Jones Investments St Louis, MO Oct 2005 - May 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Apr 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Davis
Phone Number: 561-338-2600
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,890
    MILLIONS
  • Total Number of Accounts
    15,944
    ACCOUNTS
  • Average Account Value
    $181,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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