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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian M. Davis is an investment advisor representative with CIC Wealth, LLC and Apollon Wealth Management, LLC, based in Rockville, MD. Brian is a registered Investment Advisor in Maryland and has over 13 years of experience in the financial services industry. Brian has been with CIC Wealth, LLC since June 2018 and with Apollon Wealth Management, LLC since October 2024. Brian specializes in financial planning, pension consulting, and portfolio management for individuals. Brian holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2014.
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.
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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MD
08/17/2019 - Present
CIC Wealth, LLC (ROCKVILLE MD)
IA
Issued 04/25/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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