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Nicole Evette Davis

Northwest Financial Advisors LLC

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About Nicole Evette Davis

Nicole Evette Davis is a financial advisor with Northwest Financial Advisors LLC, a registered investment advisor firm based in Herndon, Virginia. Nicole has been in the financial industry since August 2009. Nicole is a registered representative of LPL Financial LLC and holds the Series 7, Series 63, Series 24, and Series 65 licenses.

Firm Information

Nicole Davis is currently registered with Northwest Financial Advisors LLC. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.
Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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Nicole Davis’s Registration & Firm History

VA

06/22/2016 - Present

Northwest Financial Advisors LLC (HERNDON VA)

NC

12/16/2011 - 08/15/2015

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

08/03/2009 - 04/24/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/13/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole Evette Davis.
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