Leroy DavisCRD Number: 1315912
Current Firm: Msi Financial Services, Inc.
Leroy Davis (CRD# 1315912) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Mobile, AL and has over 32 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
|Metlife Securities Inc.||Mobile, AL||Jan 2015 - Current||2|
|New England Mutual||Montgomery, AL||Jun 1983 - Current||34|
|New England Securities||Boston, MA||Jun 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV