Lurie Davis Financial Planning & Iinvestments

Lurie Davis Financial Planning & Iinvestments (CRD# 142294) is a financial advisory firm headquartered in , . They manage $1,000,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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.


Financial Advisors at Lurie Davis Financial Planning & Iinvestments
Showing 1 - 1 of 1 top financial advisors.
Lurie Davis
CRD#: 1610922
Lynn, MA

Lurie Davis (CRD# 1610922) is an Investment Advisor Representative working at Lurie Davis Financial Planning & Iinvestments in Lynn, MA and has over 20 years of experience in the finance industry.

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