Davison Wealth Management, LLC
Davison Wealth Management, LLC (CRD# 153303) is a financial advisory firm headquartered in , . They manage $6,184,590 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Davison Wealth Management, LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts24ACCOUNTS
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Average Account Value$257,691
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Davison Wealth Management, LLC
1
Rickie Davison (CRD# 4050084) is an Investment Advisor Representative working at Davison Wealth Management, LLC in , and has over 24 years of experience in the finance industry.
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