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
29 West Road, Orleans, MA 02653
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Davis Financial Services, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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