Richard Davey (CRD# 6009302) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in Boise, ID and has over 12 years of experience in the finance industry. Richard Davey 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# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sole Proprietor | Boise, ID | Mar 2020 - Current | 4 |
Fiduciary Financial Group, LLC | Walnut Creek, CA | Dec 2016 - Current | 7 |
Fiduciary Financial Group | San Rafael, CA | Dec 2016 - Nov 2021 | 4 |
Munc & Cooper Cpas LLP | Larkspur, CA | Oct 2019 - Jul 2020 | < 1 |
Richard Davey, Sole Proprietor | Larkspur, CA | Mar 2012 - Sep 2018 | 6 |
Richard Davey Cpa, Sole Proprietor | San Rafael, CA | Apr 2017 - Jun 2017 | < 1 |
Bruce Davey D.d.s. | Sausalito, CA | Mar 2010 - Jun 2017 | 7 |
Marin Wealth Advisors LLC | San Rafael, CA | Apr 2014 - Dec 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- ID
- TX
-
Total Assets Under Management545MILLIONS
-
Total Number of Accounts1,029ACCOUNTS
-
Average Account Value$529,224
- 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
CA, CO, ID, NH, NM, NV, NY, OR, TX, WA
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