Unclaimed Profile

Richard Lloyd Davey

FIDUCIARY FINANCIAL GROUP, LLC·SAN RAFAEL, California

Clean recordFIDUCIARY FINANCIAL GROUP, LLC

1101 FIFTH AVENUE, SAN RAFAEL, CA 94901CRD# 6009302Firm CRD# 285681

Profile Verification

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

Identity

Richard Lloyd Davey · SAN RAFAEL, CA

Registration

CRD #6009302 · FIDUCIARY FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Lloyd Davey is a registered financial advisor based in SAN RAFAEL, California, affiliated with FIDUCIARY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Richard

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

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

Firm Overview

Firm

FIDUCIARY FINANCIAL GROUP, LLC

AUM

$693M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDUCIARY FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6009302

Firm CRD# 285681

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAFAEL?

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

Browse SAN RAFAEL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Lloyd Davey offer?

Richard Lloyd Davey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.

What are Richard Lloyd Davey's credentials?

Richard Lloyd Davey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Lloyd Davey located?

Richard Lloyd Davey is based in SAN RAFAEL, California, working with FIDUCIARY FINANCIAL GROUP, LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.

How does Richard Lloyd Davey charge for services?

Richard Lloyd Davey'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 FIDUCIARY FINANCIAL GROUP, LLC?

FIDUCIARY FINANCIAL GROUP, LLC has approximately 8 employees and manages $693M 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 →