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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Davies is a financial advisor in Murrieta, CA. Andrew is a registered investment advisor representative with Davies Financial Advisors, Inc. Andrew has been in the financial services industry since 2000. He is a licensed Series 7 and Series 63 representative. Andrew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Davies Financial Advisors, Inc. is a registered investment advisor firm that offers a variety of investment services, including financial planning, portfolio management, and pension consulting. The firm has been in business since 2004 and manages over $165 million in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/13/2015 - Present
Davies Financial Advisors, Inc. (MURRIETA CA)
CA
03/01/2006 - 10/03/2022
COMMONWEALTH FINANCIAL NETWORK (MURRIETA CA)
IN
09/01/2000 - 03/03/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/01/2000 - 03/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/14/1999 - 08/30/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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