Adam Michael Davis
Professional Summary
Adam Michael Davis is a registered financial advisor currently at FORVIS MAZARS CAPITAL ADVISORS, LLC located in Louisville, Kentucky. Adam is registered as a RR (Registered Representative) and started their career in finance in 2023. Adam has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
BKD CAPITAL ADVISORS, LLC | FORVIS MAZARS CAPITAL ADVISORS, LLC | FORVIS CAPITAL ADVISORS, LLC | BKD FINANCIAL L.L.C. | BKD CORPORATE FINANCE, LLC
Contact Information
Main Address
910 East St. Louis Street, Suite 200, Springfield, MO 65806Mailing Address
P.o. Box 1190, Springfield, MO 65806-2523Phone Number
(417) 865-8701Established
Missouri since 07/20/1994Firm Type
Limited Liability CompanyFiscal Year End
MayFirm Size
SmallFINRA licenses (31 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Adam Michael Davis's CRS (Customer Relationship Summary).
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