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Deborah Lee Davis

Osaic FS, Inc.

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About Deborah Lee Davis

Deborah Lee Davis is a financial professional with over 20 years of experience in the financial services industry. Deborah is a registered representative with Osaic FS, Inc. and Osaic FA, Inc. She holds the Series 7, Series 6, Series 24, Series 63 and SIE licenses. Deborah has experience providing financial planning, retirement planning and investment management services to individuals, businesses, and retirement plans. Previously, Deborah worked as a financial advisor with Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation.

Firm Information

Deborah Davis is currently registered with Osaic FS, Inc.. Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.
Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300

Total Clients

311

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

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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commissions

Earned based on transactions or products sold.

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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

08/16/2024 - Present

Osaic FS, Inc. (RADNOR PA)

NH

01/22/2016 - 01/15/2019

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

CO

04/20/2015 - 08/03/2015

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

07/08/2014 - 03/16/2015

NATIONAL PLANNING CORPORATION (COLORADO SPRINGS CO)

OR

09/13/2013 - 06/13/2014

MKG FINANCIAL GROUP, INC. (PORTLAND OR)

NH

01/31/2013 - 07/10/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)

NH

08/30/1993 - 07/10/2013

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

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Licenses & Designations

BC

Issued 05/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2004

Series 24 - General Securities Principal Examination

BC

Issued 08/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Deborah Lee Davis. Review regulatory record here.
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