Lurie Davis, financial advisor Lynn MA

Lurie Davis

CRD Number: 1610922
Current Firm: Lurie Davis Wealth Management LLC

Lurie Davis (CRD# 1610922) is an Investment Advisor Representative working at Lurie Davis Wealth Management LLC in Lynn, MA and has over 26 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lurie Davis Wealth Managment Lynn, MA Oct 2006 - Current 17
Waddell & Reed, Inc. Waltham, MA Jun 2005 - Current 18
Lurie Davis Lynn, MA Oct 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Lurie Davis
Phone Number: 781-595-0396
Registered State(s):
  • IL
  • MA
Current Firm Details
Lurie Davis Wealth Management LLC
Firm's CRD Number: 142294
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $54,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

IL, MA, NY

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