Davis Financial
Davis Financial provides independent investment, insurance and financial guidance. The firm is owned by Steve Davis, a CERTIFIED FINANCIAL PLANNER™ who has been helping clients for more than 20 years. Davis has chosen to partner with LPL Financial, the largest independent brokerage firm in the United States* because of its investment in technology, objective research and open architecture investment platforms - all of which provide significant benefits to both Steve and his clients.* LPL Financial is the largest independent brokerage firm in the country based on total revenue, as reported in Financial Planning magazine, June 1996-2010 Securities offered through LPL Financial. Member FINRA/SIPC
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Verified contacts
12
available on Kipplo
LinkedIn employees
26
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JD
Joe Davis
Director · General Business & Management
EmailPhone - HD
Howie Davis
Mortgage Broker · Sales & Business Development
EmailPhone - MD
Murry Davis
Sales Representative · Sales & Business Development
EmailPhone - SD
Steve Davis
President, Certified Financial Plannertm Professional · Other
EmailPhone
Showing 4 of 12 verified contacts
Top roles at Davis Financial
11 distinct titles indexed · top 10 shown.
- 2financial advisor
- 1administrative assistant
- 1case coordinator
- 1director
- 1financial assistant
- 1independent business owner
- 1mortgage broker
- 1owner
- 1president, certified financial plannertm professional
- 1real estate consultant
- +1more titles
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