Ravi Davis (CRD# 5677392) is an Investment Advisor Representative working at Hippocratic Financial Advisors in Westlake Village, CA and has over 10 years of experience in the finance industry. Ravi 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# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hippocratic Insurance Services | Westlake Village, CA | Feb 2014 - Current | 10 |
| Hippocratic Tax & Accounting Services | Phoenix, AZ | Jan 2014 - Current | 10 |
| Hippocratic Financial Advisors LLC | Westlake Village, CA | Nov 2013 - Current | 10 |
| Advanced Practice Advisors | Del Mar, CA | Mar 2015 - Jun 2018 | 3 |
| Chris A Clark Insurance Services | Mission Viejo, CA | Feb 2013 - Jul 2016 | 3 |
| Valmark Securities, Inc. | Akron, OH | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
- AZ
- CA
- TX
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts949ACCOUNTS
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Average Account Value$129,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, TX
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