Tony H. Davidson Comprehensive Financial Management, LLC

Tony H. Davidson Comprehensive Financial Management, LLC (CRD# 166197) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $13,700,000 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $123,423
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

OR

Financial Advisors at Tony H. Davidson Comprehensive Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tony H. Davidson
CRD#: 4653060
9 Monroe Parkway, Suite 295, Lake Oswego, OR 97035
93
Wealthminder
score

Tony Davidson (CRD# 4653060) is an Investment Advisor Representative working at Tony H. Davidson Comprehensive Financial Management, LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry.

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