Be advised. This firm is no longer registered.

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
No Advisor Found.
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