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Matthew Reid Davis

ARGENT WEALTH, LLC·RIDGELAND, Mississippi
Clean recordARGENT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Reid Davis is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with ARGENT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ARGENT WEALTH, LLC
ARGENT WEALTH, LLC
AUM
$403M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5542559
Firm CRD# 311685
View on FINRA BrokerCheck →

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05

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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