Ned Davis Research Group

Ned Davis Research Group (CRD# 112260) is a financial advisory firm headquartered in Venice, FL. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Other
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.

CA, FL, GA, MA

Financial Advisors at Ned Davis Research Group
Showing 1 - 10 of 28 top financial advisors.
1
Matt T. Bauer
CRD#: 4034503
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

Matt Bauer (CRD# 4034503) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 17 years of experience in the finance industry.

2
Amy C. Lubas
CRD#: 2826866
600 Bird Bay Drive, West, Venice, FL 34285
96
Wealthminder
score

Amy Lubas (CRD# 2826866) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 20 years of experience in the finance industry.

3
Andrew M. Hermann
CRD#: 5739791
2100 Riveredge Parkway, Suite 750, Atlanta, GA 30328
93
Wealthminder
score

Andrew Hermann (CRD# 5739791) is an Investment Advisor Representative working at Ned Davis Research Group in Atlanta, GA and has over 7 years of experience in the finance industry.

4
Richard D. Johnson
CRD#: 3084370
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

Richard Johnson (CRD# 3084370) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 19 years of experience in the finance industry.

5
Wenjia Liu
CRD#: 6057806
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

Wenjia Liu (CRD# 6057806) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 5 years of experience in the finance industry.

6
William P. Livesey
CRD#: 2064173
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

William Livesey (CRD# 2064173) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 26 years of experience in the finance industry.

7
John N. Lyon
CRD#: 6132822
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

John Lyon (CRD# 6132822) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 5 years of experience in the finance industry.

8
Lisa M. Michalski
CRD#: 6090625
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

Lisa Michalski (CRD# 6090625) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 5 years of experience in the finance industry.

9
Steven R. Sellers
CRD#: 4587117
600 Bird Bay Drive, West, Venice, FL 34285
93
Wealthminder
score

Steven Sellers (CRD# 4587117) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 15 years of experience in the finance industry.

10
Luc Aubin
CRD#: 6057884
San Diego, CA
90
Wealthminder
score

Luc Aubin (CRD# 6057884) is an Investment Advisor Representative working at Ned Davis Research Group in San Diego, CA and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.