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Calvin Benjamin Davis

Norris Financial Group, LLC

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About Calvin Benjamin Davis

Calvin Benjamin Davis is an investment advisor representative at Norris Financial Group, LLC, based in Greenville, SC. Calvin has been in the financial services industry since April 2015 and is registered with the state of South Carolina as well as several other states. Calvin has passed the Series 66, Series 7, and SIE exams. Calvin's specialties include portfolio management for individuals and businesses, as well as financial planning and pension consulting.

Firm Information

Calvin Davis is currently registered with Norris Financial Group, LLC. Norris Financial Group, LLC is a registered investment advisor located in Greenville, SC. They advise a diverse client base including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides financial planning, portfolio management, and pension consulting services. Their regulatory assets under management are $195,637,746, including $195,637,746 discretionary, across 747 accounts. Norris Financial Group participates in wrap fee programs.
Norris Financial Group, LLC

605 N. MAIN STREET

GREENVILLE, SC 29601

$195.64M

Assets Under Management

5

Total Clients

1

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Calvin Davis’s Registration & Firm History

SC

09/26/2017 - Present

Norris Financial Group, LLC (GREENVILLE SC)

SC

04/22/2015 - 08/23/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)

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Licenses & Designations

BOTH

Issued 06/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Calvin Benjamin Davis.
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