Davis Wealth Management, Inc.
Financial Services
Fort Lauderdale, Florida, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Davis Wealth Management, Inc. Overview
- Headquarters
- Fort Lauderdale, Florida, United States
- Website
- www.daviswm.com
- Industry
- Financial Services
- Employees
- 3
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Davis Wealth Management, Inc.
Davis Wealth Management Inc. is a full-service financial planning and retirement consulting firm for individuals, families, and business owners. George Davis is a Certified Financial Fiduciary®, Certified Wealth Strategist®, and holds the following licenses: Series 7, Series 24, Series 51, Series 63, Series 65 and the Florida 2-15 Insurance License. Mr. Davis is a Registered Principal of NEXT Financial Group Inc. as well as an Investment Adviser Representative of NEXT Financial Group Inc. Securities and investment advisory services are offered through NEXT Financial Group Inc, a registered broker-dealer and investment adviser registered with the US Securities and Exchange Commission. Davis Wealth Management Inc is a non-affiliate of NEXT Financial Group Inc. NEXT Financial Group Inc is a member FINRA/SIPC. www.DavisWM.com
Davis Wealth Management, Inc. Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
Davis Wealth Management, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| George T. Davis, Cws®, Cff® | Advanced Planning and Wealth Strategies | Fort Lauderdale, Florida, United States |
Email
Phone
|
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