DAVIS FINANCIAL PLANNING, LLC

DAVIS FINANCIAL PLANNING
ASHEVILLE, North Carolina·4 registered advisors·CRD# 154186
SEC# 801-1237150828-398-5050
01

Firm Overview

AUM
$101M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVIS FINANCIAL PLANNING, LLC

4 registered advisors
Adrianne M Gordon
ASHEVILLE, North Carolina
Albert Sullivan Davis
ASHEVILLE, North Carolina
Anne Louise Mcfarland
ASHEVILLE, North Carolina
Richard Allan Brown
ASHEVILLE, North Carolina
05

Office Locations

ASHEVILLE, North Carolina
4 advisors

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Data sourced from SEC Form ADV filings. DAVIS FINANCIAL PLANNING, LLC (CRD# 154186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.