linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Meg Ellen Davidson

Chicago Partners Investment Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Meg? Claim Your Profile

About Meg Ellen Davidson

Meg Ellen Davidson is a registered investment advisor representative at Chicago Partners Investment Group LLC, where Meg has worked since November 2024. Meg is also registered with the state of Illinois as an investment advisor. Previously, Meg was registered with Borthwick Associates, Inc. from February 1988 to March 2005. Meg has worked in the financial services industry since April 1986.

Firm Information

Meg Davidson is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

401k plan option review & monitoring

401k plan option review & monitoring

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Roboadvisory offering

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Meg Davidson’s Registration & Firm History

AZ

11/18/2024 - Present

Chicago Partners Investment Group LLC (Goodyear AZ)

IL

02/17/1988 - 03/04/2005

BORTHWICK ASSOCIATES, INC. (CHICAGO IL)

NA

12/24/1986 - 01/21/1987

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

NA

04/25/1986 - 01/02/1987

BORTHWICK ASSOCIATES, INC.

Not sure if Meg Ellen Davidson is right for you?

Licenses & Designations

IA

Issued 03/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meg Ellen Davidson.
Not sure if Meg Ellen Davidson is right for you?