Michael K. Davis

ADVIPARTNER

Kingsport, TN 37660

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CRD#: 5153512

Professional summary

Michael Kevin Davis MR is a registered financial advisor currently at ADVIPARTNER, LLC located in Kingsport, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 5 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kevin Davis MR'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®

None

Experience

Current

May 4, 2017 - Present

ADVIPARTNER, LLC

Office #1: 205 Cherokee St., Kingsport, TN 37660

RIA

CRD#: 288116

Kingsport, TN

Past

January 17, 2017 - March 13, 2017

CETERA WEALTH SERVICES, LLC

CRD#: 13572

KINGSPORT, TN

Past

August 20, 2014 - March 7, 2017

CWM, LLC

RIA

CRD#: 155344

KINGSPORT, TN

Past

January 17, 2008 - July 1, 2016

GAAM WEALTH ADVISORS, INC.

RIA

CRD#: 140446

KINGSPORT, TN

Past

January 23, 2007 - October 29, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

KINGSPORT, TN

Past

December 21, 2006 - January 19, 2017

LPL FINANCIAL LLC

CRD#: 6413

KINGSPORT, TN

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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(5/4/2017)

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

State Security Law Exam

IAR

Series 66

Date: 1/22/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2006

General Securities Representative Examination

Current Firm

ADVIPARTNER, LLC

CRD#: 288116 / SEC#:

Tennessee

Registered Investment Advisory firm - (5/4/2017 Approved)

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Contact information

Main Address

205 Cherokee St., Kingsport, TN 37660

Mailing Address

Po Box 931, Kingsport, TN 37662

Phone number

(423) 525-3894

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 55,801,655

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael K. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kevin Davis MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVIPARTNER, LLC

CETERA WEALTH SERVICES, LLC

CWM, LLC

GAAM WEALTH ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2007

SIE

Date: 3/13/2017

Series 7

Date: 12/20/2006

Current Firm

ADVIPARTNER, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVIPARTNER, LLC

TRUST BUT VERIFY

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