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Theodore Robert Davis

LYONS VIEW CAPITAL, LLC·AUBURN, Alabama
Series 7, Series 65Clean record4 years registeredLYONS 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 · 4 years registered
Brand Profile
Not yet started
01

Career History

LYONS VIEW CAPITAL, LLC
Apr 2023 – present
BRIGHT INVESTMENTS, LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · September 21, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LYONS VIEW CAPITAL, LLC
CRD 324582 · SEC 801-127523
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by LYONS VIEW CAPITAL, LLC
Per Form ADV
Selection of other advisers
View all advisors at LYONS VIEW CAPITAL, LLC →
Introduction

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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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