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Donald D. Davis

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC·WALNUT CREEK, California
Series 65Clean record8 years registeredPRIME MERIDIAN CAPITAL MANAGEMENT, LLC
2121 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 6138476Firm CRD# 166003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald D. Davis · WALNUT CREEK, CA
Registration
CRD #6138476 · PRIME MERIDIAN CAPITAL MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
Aug 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 29, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
CRD 166003 · SEC 801-110964
AUM
$209M
Regulatory assets under management
Employees
9
5 client accounts
Services offered by PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PRIME MERIDIAN CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Donald D. Davis offer?
Donald D. Davis specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.
What are Donald D. Davis's credentials?
Donald D. Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald D. Davis located?
Donald D. Davis is based in WALNUT CREEK, California, working with PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Donald D. Davis charge for services?
Donald D. Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIME MERIDIAN CAPITAL MANAGEMENT, LLC?
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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