Marvin Davis, financial advisor Memphis TN

Marvin Davis

CRD Number: 6269090
Current Firm: Mml Investors Services, LLC

Marvin Davis (CRD# 6269090) is an Investment Advisor Representative working at Mml Investors Services, LLC in Memphis, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Memphis, TN Jul 2019 - Current 2
Mass Mutual Life Insurance Company Memphis, TN Jun 2019 - Current 2
Keener Path LLC Memphis, TN Mar 2018 - Current 3
Servicemaster Memphis, TN Aug 2016 - Feb 2018 1
Third Act, LLC Stockbridge, GA Jan 2016 - Aug 2016 < 1
Edelman Financial Services, LLC Fairfax, VA Oct 2013 - Dec 2015 2
Lifelock Tempe, AZ Sep 2009 - Oct 2013 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
S63 Uniform Securities State Law Examination Nov 2019
Contact Info for Marvin O. Davis
Phone Number: (413)737-8400
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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