Davis & Seiley Wealth Management, Inc.

Davis & Seiley Wealth Management, Inc. (CRD# 155348) is a financial advisory firm headquartered in La Mesa, CA. They manage $137,000,000 in 641 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $213,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Davis & Seiley Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Marc C. Davis
CRD#: 2087050
5400 Connecticut Avenue, Ste. 100, La Mesa, CA 91942
96
Wealthminder
score

Marc Davis (CRD# 2087050) is an Investment Advisor Representative working at Davis & Seiley Wealth Management, Inc. in La Mesa, CA and has over 27 years of experience in the finance industry. Marc Davis 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.

2
Joseph M. Seiley
CRD#: 4899261
5400 Connecticut Avenue, Ste. 100, La Mesa, CA 91942
93
Wealthminder
score

Joseph Seiley (CRD# 4899261) is an Investment Advisor Representative working at Davis & Seiley Wealth Management, Inc. in La Mesa, CA and has over 13 years of experience in the finance industry.

3
Janelle M. McCreary
CRD#: 4657309
5400 Connecticut Avenue, Suite 100, La Mesa, CA 91942
90
Wealthminder
score

Janelle McCreary (CRD# 4657309) is an Investment Advisor Representative working at Davis & Seiley Wealth Management, Inc. in La Mesa, CA and has 1 year of experience in the finance industry. Janelle McCreary 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.

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