Lawrence Davis, financial advisor Springfield MO
93 score

Lawrence Davis

CRD Number: 3161413
Current Firm: Hya Advisors, Inc.

Lawrence Davis (CRD# 3161413) is an Investment Advisor Representative working at Hya Advisors, Inc. in Springfield, MO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hya Advisors, Inc. Springfield, MO Jul 2009 - Current 7
Heim, Young & Associates, Inc. Springfield, MO Jul 2009 - Current 7
Davis, Lynn & Moots P.c. Springfield, MO Aug 1983 - Apr 2014 30
Terra Securities Corporation Springfield, MO Nov 1998 - Jul 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Lawrence W. Davis
Phone Number: 417-882-7283
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    2,198
    ACCOUNTS
  • Average Account Value
    $190,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, LA, MO, OK

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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