Ian Davis, financial advisor Far Hills NJ

Ian Davis

CRD Number: 6886878
Current Firm: Horizon Financial Group, Inc.

Ian Davis (CRD# 6886878) is an Investment Advisor Representative working at Horizon Financial Group, Inc. in Far Hills, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Horizon Financial Group, Inc. Far Hills, NJ Jul 2019 - Current 1
Lincoln Financial Securities Far Hills, NJ Feb 2018 - Current 2
Verizon Communications Basking Ridge, NJ Jul 2015 - Current 5
Verizon Basking Ridge, NJ Jul 2009 - Jul 2019 10
Student Warren, NJ Jan 2008 - Jul 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Ian S. Davis
Phone Number: 908-470-1040
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $622,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, NY

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