Dan Davis, Cfp(R)

Dan Davis, Cfp(R) Email and Phone Number

Our financial planning firm helps guide individuals and couples through their financial journey. @ ADK Wealth Advisory Group
Dan Davis, Cfp(R)'s Location
Nashville Metropolitan Area, United States, United States
Dan Davis, Cfp(R)'s Contact Details

Dan Davis, Cfp(R) work email

Dan Davis, Cfp(R) personal email

n/a

Dan Davis, Cfp(R) phone numbers

About Dan Davis, Cfp(R)

Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through ADK Wealth Advisory Group, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, visit www.discoverindependence.com.

Dan Davis, Cfp(R)'s Current Company Details
ADK Wealth Advisory Group

Adk Wealth Advisory Group

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Our financial planning firm helps guide individuals and couples through their financial journey.
Dan Davis, Cfp(R) Work Experience Details
  • Adk Wealth Advisory Group
    President & Co-Founder
    Adk Wealth Advisory Group Feb 1998 - Present
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  • Financial Planning Association® Of Greater St. Louis
    Member Of The Board
    Financial Planning Association® Of Greater St. Louis Jan 2010 - Nov 2014
    President & Government Relations
  • Financial Planning Association® Of Greater St. Louis
    President
    Financial Planning Association® Of Greater St. Louis Jan 2011 - Dec 2012
  • Ids / American Express
    District Manager
    Ids / American Express Jan 1988 - Feb 1998
    I started as a college intern in 1988 while studying finance at Drake University. Upon graduation, I hired as a financial advisor in the St. Louis office. Within a few years I was promoted into management. Ultimately, I managed a team of 40+ advisors ranging in tenure from rookie to 25 year veterans.

Dan Davis, Cfp(R) Education Details

  • Drake University
    Drake University
    Investment Finance
  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services
  • St. Louis University High
    St. Louis University High

Frequently Asked Questions about Dan Davis, Cfp(R)

What company does Dan Davis, Cfp(R) work for?

Dan Davis, Cfp(R) works for Adk Wealth Advisory Group

What is Dan Davis, Cfp(R)'s role at the current company?

Dan Davis, Cfp(R)'s current role is Our financial planning firm helps guide individuals and couples through their financial journey..

What is Dan Davis, Cfp(R)'s email address?

Dan Davis, Cfp(R)'s email address is dd****@****inc.com

What is Dan Davis, Cfp(R)'s direct phone number?

Dan Davis, Cfp(R)'s direct phone number is (314)-878*****

What schools did Dan Davis, Cfp(R) attend?

Dan Davis, Cfp(R) attended Drake University, College For Financial Planning, St. Louis University High.

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