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Levi Hamilton Davis

Siebert Williams Shank & CO., LLC

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About Levi Hamilton Davis

Levi Hamilton Davis is a financial advisor based in Dallas, Texas. He is registered with Siebert Williams Shank & Co., LLC and has been in the industry since June 1, 1999. Levi has a strong background in municipal securities and holds the Series 52, 53, and 63 licenses, as well as the SIE. He has a proven track record of success in the financial services industry, having previously worked at firms such as Backstrom McCarley Berry & Co., LLC and Siebert, Brandford, Shank & Co., L.L.C. Levi is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Levi Davis is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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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Levi Davis’s Registration & Firm History

TX

04/08/2019 - Present

Siebert Williams Shank & CO., LLC (DALLAS TX)

CA

08/21/2015 - 04/05/2019

BACKSTROM MCCARLEY BERRY & CO., LLC (SAN FRANCISCO CA)

TX

05/29/1998 - 09/04/2013

SIEBERT, BRANDFORD, SHANK & CO., L.L.C. (HOUSTON TX)

CA

01/02/1990 - 08/29/1990

GRIGSBY BRANDFORD POWELL INC. (SAN FRANCISCO CA)

NA

12/03/1987 - 03/19/1988

RAUSCHER PIERCE REFSNES, INC.

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Licenses & Designations

BC

Issued 05/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Levi Hamilton Davis.
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