Davis Financial Services, LLC

Davis Financial Services, LLC (CRD# 138707) is a financial advisory firm headquartered in Orleans, MA. They manage $53,169,820 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $511,248
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
  • Educational seminars/workshops
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.

MA

Financial Advisors at Davis Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anne E. Christopulos
CRD#: 2077885
29 West Road, Orleans, MA 02653
96
Wealthminder
score

Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at Davis Financial Services, LLC in Orleans, MA and has over 15 years of experience in the finance industry. Anne Christopulos 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
Deborah E. Davis
CRD#: 2468258
19a Cove Road, Unit 1, Orleans, MA 02653
96
Wealthminder
score

Deborah Davis (CRD# 2468258) is an Investment Advisor Representative working at Davis Financial Services, LLC in Orleans, MA and has over 22 years of experience in the finance industry. Deborah 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.

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