Unclaimed Profile

Erik Shannon Davis

NAVIGATION GROUP LLC·REDWOOD SHORES, California

SIE, Series 7, Series 24, Series 63CFPClean record27 years registeredNAVIGATION GROUP LLC

3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 2290051Firm CRD# 130982

Profile Verification

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

Identity

Erik Shannon Davis · REDWOOD SHORES, CA

Registration

CRD #2290051 · NAVIGATION GROUP LLC · 27 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2025 – present

NAVIGATION GROUP LLC

Aug 1999 – present

LPL FINANCIAL LLC

Dec 1998 – Aug 2017

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · December 18, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAVIGATION GROUP LLC

CRD 130982 · SEC 801-110408

AUM

$644M

Regulatory assets under management

Employees

907 client accounts

Services offered by NAVIGATION GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NAVIGATION GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Erik Shannon Davis offer?

Erik Shannon Davis specializes in Financial Planning, Investment Management. Contact their office in REDWOOD SHORES, California for a consultation.

What are Erik Shannon Davis's credentials?

Erik Shannon Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erik Shannon Davis located?

Erik Shannon Davis is based in REDWOOD SHORES, California, working with NAVIGATION GROUP LLC. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.

How does Erik Shannon Davis charge for services?

Erik Shannon Davis'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 NAVIGATION GROUP LLC?

NAVIGATION GROUP LLC has approximately 6 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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