David DavisCRD Number: 6115702
Current Firm: Infinex Investments, Inc.
David Davis (CRD# 6115702) is an Investment Advisor Representative working at Infinex Investments, Inc. in Okemos, MI and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Ryzome Investment Advisors
|Infinex Investments, Inc.||East Lansing, MI||Jul 2016 - Current||1|
|Flagstar Bank||Okemos, MI||Jul 2015 - Current||2|
|Principal Life Insurance Company||Lansing, MI||Jan 2013 - Jun 2015||2|
|Princor Financial Services Corp||Lansing, MI||Jan 2013 - Jun 2015||2|
|The Centennial Group||Lansing, MI||Jan 2013 - Jun 2015||2|
|Centennial Associates Inc.||Lansing, MI||Sep 2012 - Jan 2013||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Sep 2012 - Jan 2013||< 1|
|Minnesota Life||St. Paul, MN||Sep 2012 - Jan 2013||< 1|
|Advance Packaging Corporation||Jackson, MI||Oct 2005 - Nov 2012||7|
|Securian Financial Services Inc.||St. Paul, MN||Sep 2012 - Sep 2012||< 1|
|Running Race Promotions||Jackson, MI||Apr 2012 - Sep 2012||< 1|
|Spring Arbor Univeristy||Spring Arbor, MI||Jul 2005 - Nov 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Civil Judgement
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- A percentage of assets under your management
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