Unclaimed Profile

Matthew Reid Davis

ARGENT WEALTH, LLC·RIDGELAND, Mississippi

Series 7, Series 63, Series 65, Series 86, Series 87Clean record5 years registeredARGENT WEALTH, LLC

1020 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157CRD# 5542559Firm CRD# 311685

Profile Verification

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

Identity

Matthew Reid Davis · RIDGELAND, MS

Registration

CRD #5542559 · ARGENT WEALTH, LLC · 5 years registered

Brand Profile

Not yet started

Career History

ARGENT WEALTH, LLC

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · March 5, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGENT WEALTH, LLC

CRD 311685 · SEC 801-120152

AUM

$403M

Regulatory assets under management

Employees

760 client accounts

Services offered by ARGENT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 ARGENT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Reid Davis offer?

Matthew Reid Davis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Matthew Reid Davis's credentials?

Matthew Reid Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Reid Davis located?

Matthew Reid Davis is based in RIDGELAND, Mississippi, working with ARGENT WEALTH, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Matthew Reid Davis charge for services?

Matthew Reid 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 ARGENT WEALTH, LLC?

ARGENT WEALTH, LLC has approximately 9 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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