Unclaimed
Colby Davis is a registered investment advisor representative with RHS Financial, LLC. Colby is registered in California. Colby has been with RHS Financial, LLC since April 2015. Colby is a Chartered Financial Analyst and has passed the Series 3 and Series 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/16/2015 - Present
RHS Financial, LLC (SAN FRANCISCO CA)
IA
Issued 04/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
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