Unclaimed
Erin Davis is a financial advisor at Richards Merrill Wealth Management. Erin has been in the industry since February 20, 2005. Erin is licensed to offer investment advice and services in Washington. Erin is also a registered representative with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA).
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
05/04/2005 - Present
Richards Merrill Wealth Management (SPOKANE WA)
WA
10/07/2003 - 12/17/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
BOTH
Issued 12/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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