Unclaimed Profile

Stephanie Lynn Davis

HENDERSON FINANCIAL GROUP LLC·VIRGINIA BEACH, Virginia

SIE, Series 7, Series 66Clean record19 years registeredHENDERSON FINANCIAL GROUP LLC

ONE COLUMBUS CENTER, VIRGINIA BEACH, VA 23462CRD# 5065402Firm CRD# 333013

Profile Verification

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

Identity

Stephanie Lynn Davis · VIRGINIA BEACH, VA

Registration

CRD #5065402 · HENDERSON FINANCIAL GROUP LLC · 19 years registered

Brand Profile

Not yet started

Career History

HENDERSON FINANCIAL GROUP LLC

Nov 2024 – present

LPL FINANCIAL LLC

Jan 2021 – Mar 2025

VIRGINIA BEACH, VA

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Oct 2019 – Feb 2021

Virginia Bch, VA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2017 – May 2018

SAMMAMISH, WA

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2010 – Sep 2016

YAKIMA, WA

WADDELL & REED, INC.

Jun 2010 – Nov 2010

BELLEVUE, WA

KMS FINANCIAL SERVICES, INC

Jan 2007 – May 2010

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 4, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HENDERSON FINANCIAL GROUP LLC

CRD 333013 · SEC 801-131512

AUM

$106M

Regulatory assets under management

Employees

511 client accounts

Services offered by HENDERSON FINANCIAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HENDERSON FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Stephanie Lynn Davis offer?

Stephanie Lynn Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Stephanie Lynn Davis's credentials?

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

Where is Stephanie Lynn Davis located?

Stephanie Lynn Davis is based in VIRGINIA BEACH, Virginia, working with HENDERSON FINANCIAL GROUP LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Stephanie Lynn Davis charge for services?

Stephanie Lynn Davis'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 HENDERSON FINANCIAL GROUP LLC?

HENDERSON FINANCIAL GROUP LLC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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