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Deborah Elrie Davis

DAVIS FINANCIAL SERVICES, LLC·ORLEANS, Massachusetts
Clean recordDAVIS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Nearby cities in Massachusetts
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Research
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