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Tanner James Davis

RB INVESTMENTS, LLC·LEAWOOD, Kansas
Clean recordRB INVESTMENTS, LLC
11300 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 6513043Firm CRD# 269836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tanner James Davis · LEAWOOD, KS
Registration
CRD #6513043 · RB INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tanner James Davis is a registered financial advisor based in LEAWOOD, Kansas, affiliated with RB INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
RB INVESTMENTS, LLC
RB INVESTMENTS, LLC
AUM
Regulatory assets under management
Employees
0
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6513043
Firm CRD# 269836
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05

Frequently Asked Questions

What services does Tanner James Davis offer?
Tanner James Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEAWOOD, Kansas for a consultation.
What are Tanner James Davis's credentials?
Tanner James Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanner James Davis located?
Tanner James Davis is based in LEAWOOD, Kansas, working with RB INVESTMENTS, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Tanner James Davis charge for services?
Tanner James Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RB INVESTMENTS, LLC?
RB INVESTMENTS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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