Helen Davis (CRD# 1353380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Dublin, OH and has over 24 years of experience in the finance industry. Helen Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Oct 2018 - Current | 5 |
| Medi-share | Melbourne, FL | Dec 2016 - Current | 7 |
| Legalshield Inc. | Ada, OK | Sep 2008 - Current | 15 |
| Grandma Davis LLC | Dublin, OH | Jan 2008 - Current | 16 |
| Senior Tax Strategies Of Ohio | Dublin, OH | Jan 2006 - Current | 18 |
| Hero Marketing Group | Dublin, OH | Apr 2002 - Current | 22 |
| Davis Financial Management Group | Dublin, OH | Apr 1981 - Current | 43 |
| Foresters Equity Services, Inc. | San Diego, CA | Oct 2008 - Oct 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
- OH
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
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