Rone Davis (CRD# 4525361) is an Investment Advisor Representative working at Daviman Financial, LLC in Noblesville, IN and has over 21 years of experience in the finance industry. Rone 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# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rone J. Davis, Sole Proprietor | Indianapolis, IN | Jan 2019 - Current | 5 |
| Back 9 Trust Services, LLC | Indianapolis, IN | Jul 2018 - Current | 5 |
| Daviman Financial, LLC | Mccordsville, IN | Nov 2016 - Current | 7 |
| Rone J. Davis Sole Proprietor Dba Innovative Insurance, LLC | Mccordsville, IN | Feb 2012 - Current | 12 |
| Semi-professional Billiard Player & Referee | Mccordsville, IN | May 1998 - Current | 25 |
| Rejoyce Wealth Management LLC | Carmel, IN | Aug 2019 - Sep 2020 | 1 |
| Friedman Davis Holdings | Indianapolis, IN | Sep 2017 - Aug 2019 | 1 |
| Daviman Holdings, LLC | Indianapolis, IN | Mar 2017 - Aug 2019 | 2 |
| Eagle Strategies LLC | Mccordsville, IN | Jul 2012 - Oct 2016 | 4 |
| Ny Life Securities LLC | Carmel, IN | Apr 2002 - Oct 2016 | 14 |
| Advanced Financial Strategies, Inc. | Mc Cordsville, IN | Nov 2012 - Apr 2016 | 3 |
| Financial Life Strategies, LLC | Mccordsville, IN | May 2005 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
- FL
- IN
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Total Assets Under Management104MILLIONS
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Total Number of Accounts495ACCOUNTS
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Average Account Value$209,238
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
FL, IN
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