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Melinda Kay Davis

DAVIS WEALTH ADVISORS LLC·SALEM, New Hampshire
Unclaimed Profile
12 STILES ROAD, SALEM, NH 03079CRD# 5089384Firm CRD# 287736
01

About

Melinda Kay Davis is a registered financial advisor based in SALEM, New Hampshire, affiliated with DAVIS WEALTH ADVISORS 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
Nonprofits & Foundations
03

Firm Overview

Firm
DAVIS WEALTH ADVISORS LLC
DAVIS WEALTH ADVISORS
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DAVIS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5089384
Firm CRD# 287736
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melinda Kay Davis offer?
Melinda Kay Davis specializes in Financial Planning, Investment Management. Contact their office in SALEM, New Hampshire for a consultation.
What are Melinda Kay Davis's credentials?
Melinda Kay Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melinda Kay Davis located?
Melinda Kay Davis is based in SALEM, New Hampshire, working with DAVIS WEALTH ADVISORS LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Melinda Kay Davis charge for services?
Melinda Kay Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS WEALTH ADVISORS LLC?
DAVIS WEALTH ADVISORS LLC has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
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Research
Advisor Fees in New HampshireNational Fee Analysis
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