linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ann Davis

626 Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ann? Claim Your Profile

About Ann Davis

Ann Davis is a financial advisor at 626 Financial, LLC. Ann has been in the financial industry since August 2010. Ann holds a Series 7, Series 66, and SIE license. Ann is registered with the state of Michigan and is currently active. Ann has experience providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Ann has worked with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals.

Firm Information

Ann Davis is currently registered with 626 Financial, LLC. 626 Financial, LLC is an investment advisor registered with the SEC and located in Portage, Michigan. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. 626 Financial has approximately $287 million in regulatory assets under management and a team of 3 licensed agents and 5 investment adviser representatives. They are also participants in wrap fee programs.
626 Financial, LLC

7950 MOORSBRIDGE ROAD

PORTAGE, MI 49024

$287.21M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ann Davis’s Registration & Firm History

MI

03/31/2021 - Present

626 Financial, LLC (PORTAGE MI)

MI

01/08/2013 - 09/23/2021

LPL FINANCIAL LLC (PORTAGE MI)

Not sure if Ann Davis is right for you?

Licenses & Designations

BOTH

Issued 03/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ann Davis.
Not sure if Ann Davis is right for you?