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Robert Edwin Davies

MKG FINANCIAL GROUP, INC.·PORTLAND, Oregon
SIE, Series 00, Series 4, Series 63MKG FINANCIAL GROUP, INC.
1500 SW FIRST AVE., PORTLAND, OR 97201-5834CRD# 811994Firm CRD# 104214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edwin Davies · PORTLAND, OR
Registration
CRD #811994 · MKG FINANCIAL GROUP, INC.
Brand Profile
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01

Registrations & Exams

FINRA examinations passed
SIE
Series 00
Series 4
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
MKG FINANCIAL GROUP, INC.
CRD 104214 · SEC 801-62971
AUM
$22M
Regulatory assets under management
Employees
6
225 client accounts
Services offered by MKG FINANCIAL GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MKG FINANCIAL GROUP, INC. →
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04

Frequently Asked Questions

What services does Robert Edwin Davies offer?
Robert Edwin Davies specializes in Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Robert Edwin Davies's credentials?
Robert Edwin Davies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edwin Davies located?
Robert Edwin Davies is based in PORTLAND, Oregon, working with MKG FINANCIAL GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Robert Edwin Davies charge for services?
Robert Edwin Davies's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MKG FINANCIAL GROUP, INC.?
MKG FINANCIAL GROUP, INC. has approximately 6 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MKG FINANCIAL GROUP, INC.

Thomas Francis Biesiadecki
PORTLAND, OR
Mark Kim Gaskill
PORTLAND, OR

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Research
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