Davinci Financial Designs
Davinci Financial Designs (CRD# 163362) is a financial advisory firm headquartered in Columbia, SC. They manage $246,898,164 in 1,751 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management247MILLION
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Total Number of Accounts1,751ACCOUNTS
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Average Account Value$141,004
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, FL, GA, KY, LA, NC, NH, NY, OH, PA, SC, TX, VA
James Agostini (CRD# 2596320) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 28 years of experience in the finance industry.
Patrick Burgess (CRD# 4039255) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 24 years of experience in the finance industry.
Devin Kile (CRD# 6214639) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 8 years of experience in the finance industry.
Thomas Trant (CRD# 2472211) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 29 years of experience in the finance industry.
Marla Warner (CRD# 5345202) is an Investment Advisor Representative working at Davinci Financial Designs in Newport News, VA and has over 11 years of experience in the finance industry.
David Wells (CRD# 2679438) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 28 years of experience in the finance industry.
Jonathan Dootson (CRD# 7208948) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has 1 year of experience in the finance industry.
Stuart Vaughn (CRD# 6684653) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 6 years of experience in the finance industry.