Unclaimed Profile

Stephanie Lynn Davis

HENDERSON FINANCIAL GROUP LLC·VIRGINIA BEACH, Virginia

Clean recordHENDERSON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie Lynn Davis is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with HENDERSON FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HENDERSON FINANCIAL GROUP LLC

AUM

$106M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HENDERSON FINANCIAL GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5065402

Firm CRD# 333013

View on FINRA BrokerCheck →

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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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