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WD

Whitney N. Davis

DAVIS FINANCIAL SERVICES
DALLAS, TX 75243
Some features on this profile are disabled
CRD#: 7250806
WD

Professional summary

Whitney N Davis is a registered financial advisor currently at DAVIS FINANCIAL SERVICES located in Dallas, Texas and LPL FINANCIAL LLC located in Dallas, Texas.

Whitney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Whitney has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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 Whitney N 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®
None

Experience

Current

March 1, 2022 - Present

DAVIS FINANCIAL SERVICES

Office #1: 9330 Lbj Freeway Suite 1020, Dallas, TX 75243
RIA
CRD#: 316787
DALLAS, TX
Current

January 14, 2021 - Present

LPL FINANCIAL LLC

Office #1: 9330 Lbj Frwy. Ste 1020, Dallas, TX 75243
RIA
BD
CRD#: 6413
Dallas, TX
Past

September 14, 2021 - August 1, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(5/16/2023)
RR
Arkansas
(5/16/2023)
RR
California
(5/24/2022)
RR
Colorado
(5/16/2023)
RR
Florida
(5/16/2023)
RR
Georgia
(5/16/2023)
RR
Illinois
(5/16/2023)
RR
Kansas
(5/16/2023)
RR
Louisiana
(5/16/2023)
IAR
Louisiana
(10/9/2023)
RR
Mississippi
(5/16/2023)
RR
Missouri
(10/27/2023)
RR
New Jersey
(5/16/2023)
RR
New York
(5/16/2023)
RR
Ohio
(1/9/2024)
RR
Pennsylvania
(5/16/2023)
RR
Tennessee
(11/15/2022)
RR
Texas
(8/20/2021)
IAR
Texas
(3/1/2022)
RR
Washington
(5/16/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/16/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DF
DAVIS FINANCIAL SERVICES
DAVIS FINANCIAL ADVISORS | DAVIS FINANCIAL SERVICES | DAVIS FINANCIAL ADVISORS, LLC

CRD#: 316787 / SEC#:

Louisiana
Registered Investment Advisory firm - (7/25/2022 Approved)
Tennessee
Registered Investment Advisory firm - (10/8/2025 Approved)
Texas
Registered Investment Advisory firm - (2/28/2022 Approved)
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Contact information

Main Address
9330 Lbj Freeway Suite 1020, Dallas, TX 75243
Mailing Address
Phone number
(972) 233-8300
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts266
AUM (Assets Under Management)$ 77,632,582

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.

Company Information

DAVIS FINANCIAL SERVICES

CRD#: 316787Dallas, TX 75243

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