Matthew M. Davis

FINANCIAL PLANNING FOR GENERATIONS

Encino, CA 91436

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CRD#: 5928051

Professional summary

Matthew Miller Davis, CFP® is a registered financial advisor currently at FINANCIAL PLANNING FOR GENERATIONS, INC. located in Encino, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 1 firm and has passed the Series 65 exam.

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.

Licensed Professional Fiduciary, July 2016 to Present, 5-10 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Miller Davis'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

July 18, 2011 - Present

FINANCIAL PLANNING FOR GENERATIONS, INC.

Office #1: 15760 Ventura Blvd Suite 840, Encino, CA 91436

RIA

CRD#: 130582

Encino, CA

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

California
(7/18/2011)

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 65

Date: 1/12/2011

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL PLANNING FOR GENERATIONS, INC.

CRD#: 130582 / SEC#:

California

Registered Investment Advisory firm - (11/10/1999 Approved)

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Contact information

Main Address

15760 Ventura Blvd Suite 840, Encino, CA 91436

Mailing Address

Phone number

(855) 374-9174

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Matthew M. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Miller Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PLANNING FOR GENERATIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2011

Current Firm

FINANCIAL PLANNING FOR GENERATIONS, INC.

Contact information

Documents

Red Flags

Company Information

FINANCIAL PLANNING FOR GENERATIONS, INC.

TRUST BUT VERIFY

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