Unclaimed
Larry Davis is a financial advisor with SPC. Larry has been in the industry since 2004 and is registered in Florida, Illinois, Indiana, and Michigan. Larry is also a certified financial planner. Larry has experience working with high-net-worth individuals, corporations, and charitable organizations. SPC specializes in financial planning, portfolio management, and educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
05/26/2010 - Present
SPC (SHELBY TWP MI)
MI
08/01/2006 - 09/21/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMFIELD HILLS MI)
MI
06/14/2004 - 06/27/2006
HANTZ FINANCIAL SERVICES, INC. (ALMONT MI)
IA
Issued 04/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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