Unclaimed Profile

Craig Gerald Davis

HARBORVIEW ASSET MANAGEMENT LLC·GIG HARBOR, Washington

Series 7, Series 65Clean record13 years registeredHARBORVIEW ASSET MANAGEMENT LLC

7201 PIONEER WAY, GIG HARBOR, WA 98335CRD# 4721777Firm CRD# 332767

Profile Verification

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

Identity

Craig Gerald Davis · GIG HARBOR, WA

Registration

CRD #4721777 · HARBORVIEW ASSET MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

HARBORVIEW ASSET MANAGEMENT LLC

Oct 2024 – present

DRIVE WEALTH ADVISERS

Jul 2020 – Dec 2024

Gig Harbor, WA

FINANCIAL INSIGHTS INC

Oct 2012 – May 2020

TACOMA, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · October 16, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBORVIEW ASSET MANAGEMENT LLC

CRD 332767 · SEC 801-131191

Employees

Total firm employees

Services offered by HARBORVIEW ASSET MANAGEMENT LLC

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 HARBORVIEW ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Craig Gerald Davis offer?

Craig Gerald Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.

What are Craig Gerald Davis's credentials?

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

Where is Craig Gerald Davis located?

Craig Gerald Davis is based in GIG HARBOR, Washington, working with HARBORVIEW ASSET MANAGEMENT LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Craig Gerald Davis charge for services?

Craig Gerald Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBORVIEW ASSET MANAGEMENT LLC?

HARBORVIEW ASSET MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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