Unclaimed Profile

Albert Sullivan Davis

DAVIS FINANCIAL PLANNING, LLC·ASHEVILLE, North Carolina

Clean recordDAVIS FINANCIAL PLANNING, LLC

111 CENTRAL AVENUE, ASHEVILLE, NC 28801CRD# 4923202Firm CRD# 154186

Profile Verification

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

Identity

Albert Sullivan Davis · ASHEVILLE, NC

Registration

CRD #4923202 · DAVIS FINANCIAL PLANNING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Albert Sullivan Davis is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with DAVIS FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DAVIS FINANCIAL PLANNING, LLC

DAVIS FINANCIAL PLANNING

AUM

$101M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAVIS FINANCIAL PLANNING, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 4923202

Firm CRD# 154186

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Albert Sullivan Davis offer?

Albert Sullivan Davis specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Albert Sullivan Davis's credentials?

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

Where is Albert Sullivan Davis located?

Albert Sullivan Davis is based in ASHEVILLE, North Carolina, working with DAVIS FINANCIAL PLANNING, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Albert Sullivan Davis charge for services?

Albert Sullivan Davis's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIS FINANCIAL PLANNING, LLC?

DAVIS FINANCIAL PLANNING, LLC has approximately 6 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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