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Theodore Robert Davis

LYONS VIEW CAPITAL, LLC·AUBURN, Alabama
Clean recordLYONS VIEW CAPITAL, LLC
570 DEVALL DR, AUBURN, AL 36832CRD# 4668980Firm CRD# 324582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Robert Davis · AUBURN, AL
Registration
CRD #4668980 · LYONS VIEW CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Theodore Robert Davis is a registered financial advisor based in AUBURN, Alabama, affiliated with LYONS VIEW CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
LYONS VIEW CAPITAL, LLC
LYONS VIEW CAPITAL, LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LYONS VIEW CAPITAL, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4668980
Firm CRD# 324582
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Robert Davis offer?
Theodore Robert Davis specializes in Wealth Management, Fee-Only Advisory. Contact their office in AUBURN, Alabama for a consultation.
What are Theodore Robert Davis's credentials?
Theodore Robert Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Robert Davis located?
Theodore Robert Davis is based in AUBURN, Alabama, working with LYONS VIEW CAPITAL, LLC. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
How does Theodore Robert Davis charge for services?
Theodore Robert Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LYONS VIEW CAPITAL, LLC?
LYONS VIEW CAPITAL, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)IRONDALE (13)FAIRHOPE (13)HOOVER (10)TUSCALOOSA (9)VESTAVIA (8)
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Research
Advisor Fees in AlabamaNational Fee Analysis
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