Unclaimed Profile

Marc Clinton Davis

DAVIS & SEILEY WEALTH MANAGEMENT, INC.·LA MESA, California

Clean recordDAVIS & SEILEY WEALTH MANAGEMENT, INC.

5400 CONNECTICUT AVENUE, LA MESA, CA 91942CRD# 2087050Firm CRD# 155348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Clinton Davis · LA MESA, CA

Registration

CRD #2087050 · DAVIS & SEILEY WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc Clinton Davis is a registered financial advisor based in LA MESA, California, affiliated with DAVIS & SEILEY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAVIS & SEILEY WEALTH MANAGEMENT, INC.

AUM

$189M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAVIS & SEILEY WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2087050

Firm CRD# 155348

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc Clinton Davis offer?

Marc Clinton Davis specializes in Financial Planning, Investment Management. Contact their office in LA MESA, California for a consultation.

What are Marc Clinton Davis's credentials?

Marc Clinton Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Clinton Davis located?

Marc Clinton Davis is based in LA MESA, California, working with DAVIS & SEILEY WEALTH MANAGEMENT, INC.. Their office serves clients in the LA MESA metropolitan area and surrounding communities.

How does Marc Clinton Davis charge for services?

Marc Clinton Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIS & SEILEY WEALTH MANAGEMENT, INC.?

DAVIS & SEILEY WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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