Michelle Davis (CRD# 4307457) is an Investment Advisor Representative working at Summit Advisors, LLC in Hastings, MI and has over 8 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Advisors | Canonsburg, PA | Apr 2022 - Current | 1 |
Beaconsfield Financial Services Inc. | Canonsburg, PA | Apr 2022 - Current | 1 |
Bronson Healthcare Group | Battle Creek, MI | May 2021 - Current | 2 |
Corecap Investments | Southfield, MI | Dec 2017 - Dec 2021 | 4 |
Corecap Advisors | Southfield, MI | Dec 2017 - Dec 2021 | 4 |
Drg Investment Advisory Services LLC | Kalamazoo, MI | Dec 2006 - Dec 2017 | 11 |
Beaconsfield Financial Services, Inc. | Kalamazoo, MI | Nov 2000 - Nov 2014 | 14 |
Pension Systems | Kalamazoo, MI | Dec 1998 - Nov 2014 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
S63 | Uniform Securities State Law Examination | Mar 2018 |
- MI
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts178ACCOUNTS
-
Average Account Value$404,097
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
MI, PA
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