Lyndsay Davies (CRD# 6858931) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has 1 year of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Davies Financial Advisors | Murrieta, CA | Jul 2019 - Current | 4 |
| Basis Phoenix Primary | Phoenix, AZ | Jul 2018 - May 2019 | < 1 |
| Linfield Christian School | Temecula, CA | Sep 2017 - May 2018 | < 1 |
| Unemployed | Murrieta, CA | May 2017 - Sep 2017 | < 1 |
| Northern Arizona University | Flagstaff, AZ | Aug 2015 - May 2017 | 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts480ACCOUNTS
-
Average Account Value$344,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, ID, NV, OR, TX, WA
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