Unclaimed Profile

Rone John Davis

DAVIMAN FINANCIAL, LLC·INDIANAPOLIS, Indiana

SIE, Series 6, Series 7, Series 63CFP ChFCClean record14 years registeredDAVIMAN FINANCIAL, LLC

5975 CASTLE CREEK PARKWAY., INDIANAPOLIS, IN 46250CRD# 4525361Firm CRD# 285030

Profile Verification

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

Identity

Rone John Davis · INDIANAPOLIS, IN

Registration

CRD #4525361 · DAVIMAN FINANCIAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

DAVIMAN FINANCIAL, LLC

Nov 2016 – present

REJOYCE WEALTH MANAGEMENT LLC

Aug 2019 – Nov 2020

INDIANAPOLIS, IN

EAGLE STRATEGIES LLC

Apr 2014 – Nov 2016

MCCORDSVILLE, IN

EAGLE STRATEGIES LLC

Aug 2012 – Mar 2014

MCCORDSVILLE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · August 1, 2012

Years registered · 14

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIMAN FINANCIAL, LLC

CRD 285030 · SEC 801-130177

AUM

$104M

Regulatory assets under management

Employees

495 client accounts

Services offered by DAVIMAN FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DAVIMAN FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Rone John Davis offer?

Rone John Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Rone John Davis's credentials?

Rone John Davis holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rone John Davis located?

Rone John Davis is based in INDIANAPOLIS, Indiana, working with DAVIMAN FINANCIAL, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Rone John Davis charge for services?

Rone John Davis'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 DAVIMAN FINANCIAL, LLC?

DAVIMAN FINANCIAL, LLC has approximately 3 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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