AdvisorOS Directory
Claim Profile
DD

Deborah Elrie Davis

DAVIS FINANCIAL SERVICES, LLC·ORLEANS, Massachusetts
Unclaimed Profile
29 WEST ROAD, ORLEANS, MA 02653-0388CRD# 2468258Firm CRD# 138707
01

About

Deborah Elrie Davis is a registered financial advisor based in ORLEANS, Massachusetts, affiliated with DAVIS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAVIS FINANCIAL SERVICES, LLC
DAVIS FINANCIAL SERVICES, LLC
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DAVIS FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2468258
Firm CRD# 138707
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORLEANS?

Browse all registered financial advisors in ORLEANS, Massachusetts or claim this profile if it's yours.

Browse ORLEANS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Deborah Elrie Davis offer?
Deborah Elrie Davis specializes in Financial Planning, Investment Management. Contact their office in ORLEANS, Massachusetts for a consultation.
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, working with DAVIS FINANCIAL SERVICES, LLC. Their office serves clients in the ORLEANS metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ORLEANS
Thomas Patrick Mcintyre — MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.Linda Louise Maslar — MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.Robert E. Flynn — MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.Robert E. Flynn — MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile