Joshua Stephen Davis
CFP®Professional Summary
Joshua Stephen Davis, CFP®, who also goes by Josh Davis, Joshua S Davis, is a registered financial advisor currently at DAVIS PRIVATE WEALTH, LLC located in Royal Palm Beach, Florida. Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Business Services
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Education Funding
Biography
Josh Davis, MBA, CFP® Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. He strives to stay up to date on top financial planning strategies for his clients. Josh received his MBA from the University of Florida as well as...
Other Aliases
Josh Davis, Joshua S Davis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING
Contact Information
Main Address
9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411Mailing Address
P.o. Box 211088, Royal Palm Beach, FL 33421Phone Number
(561) 284-8999# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
609AUM (Assets Under Management)
$192,700,000Similar 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
DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING
State Registrations and Notice Filings
(1/11/2017)
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
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 Joshua Stephen Davis's CRS (Customer Relationship Summary).
Services Offered by Joshua
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Business Services
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Education Funding
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