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Deborah Elrie Davis

DAVIS FINANCIAL SERVICES, LLC·ORLEANS, Massachusetts
Series 7, Series 63Clean record23 years registeredDAVIS FINANCIAL SERVICES, LLC
29 WEST ROAD, ORLEANS, MA 02653-0388CRD# 2468258Firm CRD# 138707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Elrie Davis · ORLEANS, MA
Registration
CRD #2468258 · DAVIS FINANCIAL SERVICES, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DAVIS FINANCIAL SERVICES, LLC
WEST BRANCH CAPITAL LLC
Dec 2016 – Jul 2020
Orleans, MA
DAVIS FINANCIAL SERVICES, LLC
Jan 2006 – Apr 2017
ORLEANS, MA
SECURE FUTURE FINANCIAL SERVICES, INC.
Dec 2002 – Mar 2006
DENNIS, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · December 9, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIS FINANCIAL SERVICES, LLC
CRD 138707 · SEC 801-67997
AUM
$45M
Regulatory assets under management
Employees
1
103 client accounts
Services offered by DAVIS FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DAVIS FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does Deborah Elrie Davis offer?
Deborah Elrie Davis specializes in Financial Planning, Investment Management.
What are Deborah Elrie Davis's credentials?
Deborah Elrie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Elrie Davis located?
Deborah Elrie Davis is based in ORLEANS, Massachusetts, last registered with DAVIS FINANCIAL SERVICES, LLC.
How does Deborah Elrie Davis charge for services?
Deborah Elrie Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS FINANCIAL SERVICES, LLC?
DAVIS FINANCIAL SERVICES, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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