Melinda Kay Davis
CFP®Professional Summary
Melinda Kay Davis, CFP® is a registered financial advisor currently at DAVIS WEALTH ADVISORS located in Salem, New Hampshire. Melinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Melinda has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Business Services
- Financial Planning
- Tax Planning
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
Biography
Melinda Davis has a passion for helping successful families create financial security and peace of mind, so they can spend more time doing the things they love. After having a bad advisor experience in her 20’s while she was working in corporate finance, she switched careers to devote her time to giving unbiased advice and providing education to individuals and families with complex financial planning and investment management needs. She has over 20 years of...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DAVIS WEALTH ADVISORS | DAVIS WEALTH ADVISORS LLC
Contact Information
Main Address
12 Stiles Road Suite 203, Salem, NH 03079Phone Number
(603) 836-3477# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
557AUM (Assets Under Management)
$197,149,289Similar 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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DAVIS WEALTH ADVISORS | DAVIS WEALTH ADVISORS LLC
State Registrations and Notice Filings
(12/16/2021)
(4/5/2017)
(7/6/2026)
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 Melinda Kay Davis's CRS (Customer Relationship Summary).
Services Offered by Melinda
- Retirement Planning
- Business Services
- Financial Planning
- Tax Planning
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
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