Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Davis is a financial advisor with over 30 years of experience in the industry. Brian is a Registered Representative with LPL Financial LLC and a Registered Investment Advisor with Davis Wealth Management, LLC. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Brian has a wide range of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to his clients. Brian works with a variety of clients, including individuals, families, and businesses. Brian is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
05/18/2011 - Present
LPL Financial LLC (RICHFIELD OH)
OH
05/20/2002 - 03/12/2009
HORNOR, TOWNSEND & KENT, INC. (AKRON OH)
IL
02/04/1999 - 06/17/2002
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CT
11/04/1997 - 02/01/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
OH
11/18/1996 - 10/30/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
CT
08/17/1992 - 11/15/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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