Davis Financial Services

Davis Financial Services (CRD# 316787) is a financial advisory firm headquartered in Dallas, TX. They manage $56,569,196 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9330 Lbj Freeway, Suite 1020, Dallas, TX 75423
https://www.dfsplan.com/
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $251,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Davis Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Davis, financial advisor Dallas TX
Kevin E. Davis
CRD#: 1295560
9330 Lbj Freeway, Suite 1020, Dallas, TX 75423

Kevin Davis (CRD# 1295560) is an Investment Advisor Representative working at Davis Financial Services in Dallas, TX and has over 40 years of experience in the finance industry.

2
Whitney Davis, financial advisor Dallas TX
Whitney N. Davis
CRD#: 7250806
9330 Lbj Freeway, Suite 1020, Dallas, TX 75423

Whitney Davis (CRD# 7250806) is an Investment Advisor Representative working at Davis Financial Services in Dallas, TX and has over 2 years of experience in the finance industry.

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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