AdvisorOS Directory
Claim Profile
Unclaimed Profile
AD

Andrew James Davies

DAVIES FINANCIAL ADVISORS, INC.·MURRIETA, California
Clean recordDAVIES FINANCIAL ADVISORS, INC.
25109 JEFFERSON AVE, MURRIETA, CA 92562CRD# 3275556Firm CRD# 139764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew James Davies · MURRIETA, CA
Registration
CRD #3275556 · DAVIES FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew James Davies is a registered financial advisor based in MURRIETA, California, affiliated with DAVIES FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DAVIES FINANCIAL ADVISORS, INC.
DAVIES FINANCIAL ADVISORS, INC.
AUM
$165M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DAVIES FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3275556
Firm CRD# 139764
View on FINRA BrokerCheck →

Looking for a financial advisor in MURRIETA?

Browse all registered financial advisors in MURRIETA, California or claim this profile if it's yours.

Browse MURRIETA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Andrew James Davies offer?
Andrew James Davies specializes in Financial Planning, Investment Management. Contact their office in MURRIETA, California for a consultation.
What are Andrew James Davies's credentials?
Andrew James Davies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Davies located?
Andrew James Davies is based in MURRIETA, California, working with DAVIES FINANCIAL ADVISORS, INC.. Their office serves clients in the MURRIETA metropolitan area and surrounding communities.
How does Andrew James Davies charge for services?
Andrew James Davies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIES FINANCIAL ADVISORS, INC.?
DAVIES FINANCIAL ADVISORS, INC. has approximately 8 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DAVIES FINANCIAL ADVISORS, INC.

Shaunie Lee Davies
MURRIETA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile