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Daniel Francis Davis

THURSTON ADVISORS, LLC·VERO BEACH, Florida
Clean recordTHURSTON ADVISORS, LLC
4445 N A1A, VERO BEACH, FL 32963CRD# 5872590Firm CRD# 318422

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Francis Davis · VERO BEACH, FL
Registration
CRD #5872590 · THURSTON ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Francis 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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5872590
Firm CRD# 318422
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Francis Davis offer?
Daniel Francis Davis specializes in Retirement Planning. Contact their office in VERO BEACH, Florida for a consultation.
What are Daniel Francis Davis's credentials?
Daniel Francis Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Francis Davis located?
Daniel Francis 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 Daniel Francis Davis charge for services?
Daniel Francis 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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