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Douglas Harry Davey

Statheros Financial Solutions, Inc.

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About Douglas Harry Davey

Douglas Davey is an Investment Advisor Representative at Statheros Financial Solutions, Inc. Douglas Davey has been in the industry since December 2008. Douglas Davey is registered with the state of California and Idaho. Douglas Davey specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Douglas Davey is currently registered with Statheros Financial Solutions, Inc.. Statheros Financial Solutions, Inc. is an investment advisor headquartered in EL DORADO HILLS, CA, with approximately $705,224,308 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors.
Statheros Financial Solutions, Inc.

1107 INVESTMENT BLVD., STE. 135

EL DORADO HILLS, CA 95762

$705.22M

Assets Under Management

Not reported

Total Clients

9

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 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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percentage of assets

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

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Douglas Davey’s Registration & Firm History

CA

12/06/2019 - Present

Statheros Financial Solutions, Inc. (EL DORADO HILLS CA)

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Licenses & Designations

IA

Issued 12/22/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Harry Davey.
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