Davison Wealth Management, LLC

Davison Wealth Management, LLC (CRD# 153303) is a financial advisory firm headquartered in , . They manage $3,400,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $130,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

IN

Financial Advisors at Davison Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rickie G. Davison
CRD#: 4050084
,
96
Wealthminder
score

Rickie Davison (CRD# 4050084) is an Investment Advisor Representative working at Davison Wealth Management, LLC in , and has over 16 years of experience in the finance industry.

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