Unclaimed Profile

William Mackenzie Davis

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois

Series 65Clean record7 years registeredFORUM FINANCIAL MANAGEMENT, LP

1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 7076629Firm CRD# 145706

Profile Verification

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

Identity

William Mackenzie Davis · LOMBARD, IL

Registration

CRD #7076629 · FORUM FINANCIAL MANAGEMENT, LP · 7 years registered

Brand Profile

Not yet started

Career History

FORUM FINANCIAL MANAGEMENT, LP

Feb 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 25, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORUM FINANCIAL MANAGEMENT, LP

CRD 145706 · SEC 801-69970

AUM

$8.5B

Regulatory assets under management

Employees

145

21,698 client accounts

Services offered by FORUM FINANCIAL MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORUM FINANCIAL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does William Mackenzie Davis offer?

William Mackenzie Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are William Mackenzie Davis's credentials?

William Mackenzie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Mackenzie Davis located?

William Mackenzie Davis is based in LOMBARD, Illinois, working with FORUM FINANCIAL MANAGEMENT, LP. Their office serves clients in the LOMBARD metropolitan area and surrounding communities.

How does William Mackenzie Davis charge for services?

William Mackenzie Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORUM FINANCIAL MANAGEMENT, LP?

FORUM FINANCIAL MANAGEMENT, LP has approximately 145 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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