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Deborah Ann Davis

Alden Investment Group

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About Deborah Ann Davis

Deborah Davis is a financial professional with over 20 years of experience in the financial services industry. Deborah is a CERTIFIED FINANCIAL PLANNER™ professional who is currently registered with Alden Investment Group, a firm headquartered in Wayne, Pennsylvania. Deborah specializes in providing financial planning and portfolio management services to individuals and families, as well as retirement planning.

Firm Information

Deborah Davis is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

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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Deborah Davis’s Registration & Firm History

PA

04/04/2022 - Present

Alden Investment Group (WAYNE PA)

PA

08/15/2016 - 04/06/2022

COMMONWEALTH FINANCIAL NETWORK (Berwyn PA)

PA

02/14/2012 - 08/19/2016

SII INVESTMENTS, INC. (WAYNE PA)

PA

01/07/2011 - 02/13/2012

INVEST FINANCIAL CORPORATION (WEST CHESTER PA)

PA

04/24/2008 - 12/31/2010

FINANCIAL NETWORK INVESTMENT CORPORATION (WEST CHESTER PA)

PA

12/08/2003 - 06/13/2006

WACHOVIA SECURITIES, LLC (ST. DAVIDS PA)

MO

11/26/2002 - 08/07/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

09/20/2001 - 10/10/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Ann Davis.
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