David Davis, financial advisor Okemos MI
70 score

David Davis

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. East Lansing, MI Jul 2016 - Current < 1
Flagstar Bank Okemos, MI Jul 2015 - Current 1
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for David M. Davis
Phone Number: 203-599-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
70

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