Kevin E. Davis
Professional summary
Kevin Elijah Davis was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Kevin is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Kevin had worked at 6 firms, which includes DAVIS FINANCIAL SERVICES, LPL FINANCIAL LLC, GLENN WEALTH MANAGEMENT SERVICES LLC, MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP INC., FSC SECURITIES CORPORATION.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1988
Experience
February 28, 2022 - August 13, 2024
DAVIS FINANCIAL SERVICES
July 31, 2018 - December 31, 2018
LPL FINANCIAL LLC
October 10, 2014 - March 1, 2022
GLENN WEALTH MANAGEMENT SERVICES, LLC
September 8, 2009 - October 29, 2015
LPL FINANCIAL LLC
September 8, 2009 - January 11, 2023
LPL FINANCIAL LLC
March 31, 1999 - September 8, 2009
MUTUAL SERVICE CORPORATION
March 31, 1999 - September 8, 2009
MUTUAL SERVICE CORPORATION
February 25, 1987 - March 31, 1999
TITAN/VALUE EQUITIES GROUP, INC.
August 14, 1984 - March 9, 1987
FSC SECURITIES CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
DAVIS FINANCIAL SERVICES
CRD#: 316787 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 266 |
| AUM (Assets Under Management) | $ 77,632,582 |
Red Flags
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