Kevin Elijah Davis
CFP®Professional Summary
Kevin Elijah Davis, CFP®, who also goes by Kevin Eljah Davis, was a registered financial advisor. Kevin was a previously registered financial professional and started their career in finance 1984 - 2024. Kevin had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 24 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin Eljah Davis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
DAVIS FINANCIAL ADVISORS | DAVIS FINANCIAL SERVICES | DAVIS FINANCIAL ADVISORS, LLC
Contact Information
Main Address
9330 Lbj Freeway Suite 1020, Dallas, TX 75243Phone Number
(972) 233-8300# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
277AUM (Assets Under Management)
$86,089,188Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 1983About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed Oct 1983About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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