Richard L. Davey

FIDUCIARY FINANCIAL GROUP

BOISE, ID 83702

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CRD#: 6009302

Professional summary

Richard Lloyd Davey, CFP®, who also goes by Richard Davey, is a registered financial advisor currently at FIDUCIARY FINANCIAL GROUP, LLC located in Boise, Idaho.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Richard has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Davey

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.

Marriage Money Bootcamp; Larkspur, CA; Partner since 3/2018; not investment related; online personal finance course for couples; shoot videos, draft content, market course online; 8 hrs/mo - 0 hrs during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lloyd Davey's CRS (Customer Relationship Summary).

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: 2015

Experience

Current

December 8, 2016 - Present

FIDUCIARY FINANCIAL GROUP, LLC

Office #1: 2601 N Bogus Basin Rd., Boise, ID 83702

RIA

CRD#: 285681

BOISE, ID

Past

April 24, 2014 - December 7, 2016

MARIN WEALTH ADVISORS LLC

RIA

CRD#: 123237

SAN RAFAEL, CA

Past

February 17, 2012 - May 1, 2014

WADDELL & REED

RIA

CRD#: 866

SAN MATEO, CA

Past

February 1, 2012 - May 1, 2014

WADDELL & REED

CRD#: 866

SAN MATEO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIARY FINANCIAL GROUP, LLC

ADVISOR'S FIDUCIARY GROUP, LLC | FIDUCIARY FINANCIAL GROUP, LLC | FIDUCIARY FINANCIAL GROUP

CRD#: 285681 / SEC#: 801-121655

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

California

Registered Investment Advisory firm - (8/14/2021 Terminated)

Georgia

Registered Investment Advisory firm - (7/14/2021 Terminated)

Idaho

Registered Investment Advisory firm - (7/16/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(3/21/2018)

IAR

Texas
(6/24/2022)

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: 2/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/2012

General Securities Representative Examination

Current Firm

FIDUCIARY FINANCIAL GROUP, LLC

ADVISOR'S FIDUCIARY GROUP, LLC | FIDUCIARY FINANCIAL GROUP, LLC | FIDUCIARY FINANCIAL GROUP

CRD#: 285681 / SEC#: 801-121655

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

California

Registered Investment Advisory firm - (8/14/2021 Terminated)

Georgia

Registered Investment Advisory firm - (7/14/2021 Terminated)

Idaho

Registered Investment Advisory firm - (7/16/2021 Terminated)

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Contact information

Main Address

1101 Fifth Avenue Suite 305, San Rafael, CA 94901

Mailing Address

2601 N Bogus Basin Rd., Boise, ID 83702

Phone number

(415) 352-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A SEC (8/25/2025)

Regulatory assets under management

Total Number of Accounts	381
AUM (Assets Under Management)	$ 865,195,789

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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Richard L. Davey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lloyd Davey's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDUCIARY FINANCIAL GROUP, LLC

MARIN WEALTH ADVISORS LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

FIDUCIARY FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2012

Series 7

Date: 1/31/2012

Current Firm

FIDUCIARY FINANCIAL GROUP, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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