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Stephanie Lynn Davis

HENDERSON FINANCIAL GROUP LLC·VIRGINIA BEACH, Virginia
Unclaimed Profile
ONE COLUMBUS CENTER, VIRGINIA BEACH, VA 23462CRD# 5065402Firm CRD# 333013
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HENDERSON FINANCIAL GROUP LLC
HENDERSON FINANCIAL GROUP LLC
AUM
$106M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5065402
Firm CRD# 333013
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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