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Ryan Walker Davidson

B-29 ADVISORS, LLC·ADDISON, Texas
Clean recordB-29 ADVISORS, LLC
14131 MIDWAY ROAD, ADDISON, TX 75001CRD# 5943251Firm CRD# 292096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Walker Davidson · ADDISON, TX
Registration
CRD #5943251 · B-29 ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ryan Walker Davidson is a registered financial advisor based in ADDISON, Texas, affiliated with B-29 ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
B-29 ADVISORS, LLC
B-29 ADVISORS, LLC
AUM
$348M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at B-29 ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5943251
Firm CRD# 292096
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Walker Davidson offer?
Ryan Walker Davidson specializes in Retirement Planning. Contact their office in ADDISON, Texas for a consultation.
What are Ryan Walker Davidson's credentials?
Ryan Walker Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Walker Davidson located?
Ryan Walker Davidson is based in ADDISON, Texas, working with B-29 ADVISORS, LLC. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Ryan Walker Davidson charge for services?
Ryan Walker Davidson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B-29 ADVISORS, LLC?
B-29 ADVISORS, LLC has approximately 7 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at B-29 ADVISORS, LLC

Kelly Bub Smith
ADDISON, TX
J. Christopher Floyd
DALLAS, TX
John Schmitz
ADDISON, TX
Steve Schmitz
DALLAS, TX
Kevin Michael Palma
ADDISON, TX
Jonathan Knox Wilfong
ADDISON, TX

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Research
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