Lecount R. Davis

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CRD#: 4566832

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lecount Roscoe Davis Sr., CFP®, who also goes by Lecount Roscoe Davis, Lecount Roscoe Davis, Sr., was a registered financial professional .

Lecount is a previously registered financial professional and started their career in finance in 2022. Lecount had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Lecount Roscoe Davis | Lecount Roscoe Davis, Sr.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1978

Experience

Past

March 14, 2022 - December 31, 2024

LECOUNT R. DAVIS, CFP

RIA

CRD#: 157039

POTOMAC, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

LECOUNT R. DAVIS, CFP

DAVIS, LECOUNT R | LECOUNT R. DAVIS, CFP

CRD#: 157039 / SEC#:

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Contact information

Main Address

12500 Park Potomac Ave #402 North, Potomac, MD 20854

Mailing Address

Phone number

(301) 983-2435

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 4,000,000

Red Flags

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