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Patricia Lynn Davies

Maryland Financial Group, Inc.

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About Patricia Lynn Davies

Patricia Lynn Davies is a financial advisor in FREDERICK, MD. Patricia is a registered representative of Maryland Financial Group, Inc. Patricia has been in the industry for over 5 years and is licensed to provide investment advice in multiple states including Maryland, Delaware, Pennsylvania, Virginia, and California. Patricia holds the Series 63, Series 66, Series 7 and SIE licenses. Patricia has a strong background in accounting and tax preparation, and has been providing financial advice to individuals and businesses for many years. In addition to her role as a registered representative of Maryland Financial Group, Inc., Patricia is also a staff accountant at Almacy & Co. CPAs PA.

Firm Information

Patricia Davies is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

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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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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fixed fees

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

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percentage of assets

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

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Patricia Davies’s Registration & Firm History

MD

11/22/2021 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

MD

11/01/2018 - 11/22/2021

CETERA ADVISORS LLC (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 07/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Lynn Davies.
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