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Dana Evan Davis

THURSTON ADVISORS, LLC·VERO BEACH, Florida
Unclaimed Profile
4445 N A1A, VERO BEACH, FL 32963CRD# 7945616Firm CRD# 318422
01

About

Dana Evan Davis is a registered financial advisor based in VERO BEACH, Florida, affiliated with THURSTON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
THURSTON ADVISORS, LLC
THURSTON ADVISORS
AUM
$316M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at THURSTON ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7945616
Firm CRD# 318422
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Evan Davis offer?
Dana Evan Davis specializes in Retirement Planning. Contact their office in VERO BEACH, Florida for a consultation.
What are Dana Evan Davis's credentials?
Dana Evan Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Evan Davis located?
Dana Evan Davis is based in VERO BEACH, Florida, working with THURSTON ADVISORS, LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Dana Evan Davis charge for services?
Dana Evan 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 THURSTON ADVISORS, LLC?
THURSTON ADVISORS, LLC has approximately 9 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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