Ian Davis (CRD# 6886878) is an Investment Advisor Representative working at Horizon Financial Group, Inc. in Far Hills, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Financial Group, Inc. | Far Hills, NJ | Jul 2019 - Current | 4 |
| Lincoln Financial Securities | Far Hills, NJ | Feb 2018 - Current | 6 |
| Verizon Communications | Basking Ridge, NJ | Jul 2015 - Current | 8 |
| 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 |
- NJ
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$484,605
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ, NY
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