Michael James Davidson
AIF®, CFP®Professional Summary
Michael James Davidson, AIF®, CFP® is a registered financial advisor currently at WISDOM INDEX ADVISORS located in Prosper, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 4 firms and has passed the Series 66 and Series 7 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
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Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL INNOVATIONS LLC | WISDOM INDEX ADVISORS, LLC | WISDOM INDEX ADVISORS | WISDOM INDEX
Contact Information
Main Address
102 S. Main Street, Prosper, TX 75078Phone Number
(972) 931-0063# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
659AUM (Assets Under Management)
$221,288,915Similar Advisors
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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.
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Primary Firm SEC Registration
FINANCIAL INNOVATIONS LLC | WISDOM INDEX ADVISORS, LLC | WISDOM INDEX ADVISORS | WISDOM INDEX
State Registrations and Notice Filings
(9/17/2019)
(9/17/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael James Davidson's CRS (Customer Relationship Summary).
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