linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary R Davis

Financial & TAX Architects, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary R Davis

Gary R. Davis is a financial professional with over 25 years of experience in the financial services industry. Gary is registered with Financial & TAX Architects, LLC and has previously been employed by Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Gary is a Certified Financial Planner and a Chartered Financial Consultant. Gary is a dedicated and experienced professional who is passionate about helping clients achieve their financial goals.

Firm Information

Gary Davis is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Davis’s Registration & Firm History

NV

02/27/2024 - Present

Financial & TAX Architects, LLC (LAS VEGAS NV)

NV

08/01/1997 - 10/20/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Las Vegas NV)

WI

08/01/1997 - 03/22/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if Gary R Davis is right for you?

Licenses & Designations

BOTH

Issued 06/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary R Davis.
Not sure if Gary R Davis is right for you?