Davis Wealth Management, Inc.

General Information

Company Name

Founded Year

2006

Location (Offices)

Fort Lauderdale, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Davis Wealth Management, Inc. - Company Profile

Davis Wealth Management, Inc. provides full-service financial planning and retirement consulting for individuals, families, and business owners. Led by George Davis, a Certified Financial Fiduciary® and Certified Wealth Strategist®, the firm offers a range of licenses including 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 regulated by 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 of FINRA/SIPC.

Founded in 2006, the company operates in the Financial Services and Wealth Management industries. For more information, visit www.DavisWM.com.

Taxonomy: financial planning, retirement consulting, investment advisory, securities, certified financial fiduciary, certified wealth strategist, registered principal, investment adviser representative, broker-dealer, non-affiliated, FINRA, SIPC, series licenses, insurance license