Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Scott Davis is a financial advisor with over 5 years of experience in the industry. Ian is currently registered with LPL Financial LLC and Horizon Financial Group, Inc. Ian's experience includes providing financial planning and consulting services, managing portfolios for individuals and businesses, and providing other advisory services. Ian has held various roles in the financial services industry, including positions at Lincoln Financial Securities Corporation, Verizon Communications, and Horizon Financial Group, Inc. Ian's focus is on providing customized financial solutions tailored to each client's individual needs and goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/23/2024 - Present
LPL Financial LLC (BEDMINSTER NJ)
NJ
06/25/2018 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Far Hills NJ)
BOTH
Issued 11/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ian Davis is the right advisor for you? Invested Better is here to help.
