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Brian Davis

Davis Wealth Management, LLC

3998 Broadview Road, Suite A

Richfield, OH 44286

330-777-3329

About Davis Wealth Management, LLC

Helping You Sustain Your Legacy We are in the business of advising clients who want to develop and implement a comprehensive, effective, long-term financial strategy, customized to their personal goals and resources. We expect our relationship to endure for many years, and possibly even for generations. Because our professional perspective is, essentially, permanent, we work hard to foster and preserve the trust and confidence of our clients. We hold ourselves to high standards of expertise, professionalism and service, and we emphasize regular, interactive communication as our best resource for assessing and improving the quality of the service we provide.

See Disclosures

General Information

Firm Start Year

1925

CRD#

2264620

Firm CRD#

6413

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Services

Investment Types

Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance

Can meet clients in the following ways

Email, Phone, Our Office, Video Conference, Your Office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPFA, ChFC^®, AIF^®, CLU^®, CEPA^®

Securities Licenses

Series 24, Series 65, Series 63, Series 6, Series 7

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Hourly, Based on Assets, Commissions

Education

Bachelor of Science - Earth Science

University of Notre Dame
08/22/1981 -05/15/1985

MBA - Finance

Drexel University
09/01/1988 -05/10/1990

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC.

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