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Kevin Miles Davis

Archer Investment Corp.

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About Kevin Miles Davis

Kevin Miles Davis is a financial advisor associated with Archer Investment Corp.. Kevin has been in the industry since 2007 and has licenses in Colorado. Kevin Miles Davis's area of expertise includes Retirement Planning, Estate Planning, Investment Management and College Savings. Kevin works with a wide range of clients including individuals, families, businesses, and non-profit organizations. Kevin has a special focus on serving clients in the Carmel, IN area and providing financial planning services for individuals, families, and businesses. Kevin is a Certified Financial Planner.

Firm Information

Kevin Davis is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Kevin Davis’s Registration & Firm History

IN

11/20/2019 - Present

Archer Investment Corp. (CARMEL IN)

CO

06/26/2008 - 11/29/2019

AVANTAX INVESTMENT SERVICES, INC. (Castle Rock CO)

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Licenses & Designations

BC

Issued 07/08/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Miles Davis.
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