Marc Michael Davis
Professional Summary
Marc Michael Davis is a registered financial advisor currently at CAPITAL MANAGEMENT CONSULTANTS, INC. located in Northbrook, Illinois. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Marc has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
CAPITAL MANAGEMENT CONSULTANTS | CAPITAL MANAGEMENT CONSULTANTS, INC.
Contact Information
Main Address
5 Revere Drive Suite 200, Northbrook, IL 60062Phone Number
(847) 376-2747Established
Illinois since 03/20/1987Firm Type
CorporationFiscal Year End
December# of Employees
2Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
164AUM (Assets Under Management)
$76,178,616Similar 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
(5/28/1998)
(3/21/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Marc Michael Davis's CRS (Customer Relationship Summary).
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