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Matthew Miller Davis

Financial Planning FOR Generations, Inc.

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About Matthew Miller Davis

Matthew Davis is an investment advisor representative at Financial Planning For Generations, Inc. Matthew has been working in the financial industry since July 2011. Matthew is a Certified Financial Planner and is registered to provide investment advice in California.

Firm Information

Matthew Davis is currently registered with Financial Planning FOR Generations, Inc.. Financial Planning FOR Generations, Inc. is a registered investment advisor with 3 investment advisor representatives. The firm provides financial planning services to high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. They do not offer portfolio management services. You can reach them at HTTP://WWW.FPGADVISORS.COM.

Not reported

Assets Under Management

120

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Matthew Davis’s Registration & Firm History

CA

07/18/2011 - Present

Financial Planning FOR Generations, Inc. (ENCINO CA)

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Licenses & Designations

IA

Issued 01/12/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Miller Davis.
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