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).
Total Assets Under Management1MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$40,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.