ED
Edward A. Davis
FINANCIAL PLANNING CONSULTANTS
San Jose, CA 95113
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CRD#: 4490103
ED
Professional summary
Edward Allen Davis is a registered financial advisor currently at FINANCIAL PLANNING CONSULTANTS, LLC located in San Jose, California and INTEGRITY ALLIANCE, LLC. located in Austin, Texas.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Edward has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1)FPC INSURANCE SERVICES, INC POSITION: Owner NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 333 W. Santa Clara Street Suite 800, San Jose, CA USA CA 95113, United States DESCRIPTION: Shareholder 2)FINANCIAL PLANNING CONSULTANTS, LLC POSITION: Owner NATURE: Investment Advice for Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: 333 W. Santa Clara Street Suite 800, San Jose, CA USA CA 95113, United States DESCRIPTION: Partner 3) The Table, LP| Owner: 3.06% | Relationship: Passive Limited Partner | Nature of Business: Restaurant| Hrs Per Month: 0| Start Date: 6/6/11 4) Forthright, LP | Owner: 16.67% | Relationship: Passive Limited Partner| Nature of Business: Restaurant| Hrs. per Month: 0| Start Date: 5/2/15 5) SAN JOSE CHAMBER OF COMMERCE POSITION: Board Member NATURE: Member of Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 101 W. Santa Clara Street, San Jose CA 95113, United States DESCRIPTION: Member of Board of Directors 6) BELLARMINE COLLEGE PREP POSITION: Volunteer NATURE: Private School audit committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2016 ADDRESS: 960 West Hedding Street, San Jose CA 95126-1215, United States DESCRIPTION: Audit Committee Member 7) THE ADMINISTRATIVE TRUST FOR THE JACK A MAXWELL REVOCABLE LIVING TRUST POSITION: Trustee NATURE: Trustee of Estate and Administrative Trust INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2023 ADDRESS: 333 W. Santa Clara Street Suite 800, San Jose, CA USA CA 95113, United States DESCRIPTION: Executor of Estate and Trustee of Administrative Trust.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Allen Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 12, 2010 - Present
FINANCIAL PLANNING CONSULTANTS, LLC
Office #1: 333 W Santa Clara Street, Ste 830, San Jose, CA 95113RIA
CRD#: 118547
San Jose, CA
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 300 Colorado St Ste 2600, Austin, TX 78701RIA
BD
CRD#: 139627
AUSTIN, TX
Past
January 22, 2016 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
AUSTIN, TX
Past
January 4, 2010 - January 22, 2015
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SAN JOSE, CA
Past
November 26, 2009 - January 22, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
SAN JOSE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(3/12/2010)
RR
California(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FP
FINANCIAL PLANNING CONSULTANTS, LLC
FINANCIAL PLANNING CONSULTANTS, LLC
CRD#: 118547 / SEC#: 801-100504
RIA
Registered Investment Advisory firm - (6/1/2017 Terminated)California
Registered Investment Advisory firm - (5/31/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 West Santa Clara Suite 800, San Jose, CA 95113-1713
Mailing Address
Phone number
(408) 287-7911
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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