Kenneth
Davis

Premier Financial Group Inc

CRD#7374501
Investment Advisor
in Eureka, CA

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About this Advisor

Kenneth Davis is a financial advisor working in Eureka, California who has 1 year of relevant experience. Davis is on the advisory team at Premier Financial Group Inc. Throughout their career, Davis has worked at Danco, Les Schwab Tires, Premier Financial Group, Mckinleyville High School, Humboldt State University and N/A. Davis maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in California. Premier Financial Group Inc is a registered investment firm operating out of Eureka, CA. It manages $632 million in assets under management across its 1,148 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,148 client accounts, 30% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which service is provided. However, fee types billed by Premier Financial Group Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

725 Sixth Street
Eureka, CA 95501-1103

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Premier Financial Group Inc Brokerage Details

Total Assets Under Management

$632,047,264

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

1,148

CA Average: 3,727
Average Account Size

$550,564

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kenneth Davis Work History

Kenneth has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Premier Financial Group

2016 - 2020 (4 years)

Les Schwab Tires

2016 - 2020 (4 years)

Humboldt State University

2015 - 2015 (< 1 year)

Danco

2012 - 2016 (4 years)

Mckinleyville High School

2011 - 2015 (4 years)

N/A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Premier Financial Group Inc

Kenneth Davis
Eureka, CA
Kyla Orr
Eureka, CA
Jeremy Sorci
Eureka, CA
Carla Simpson
Eureka, CA
Wayne Caldwell
Eureka, CA
Teresa Conley
Eureka, CA
Ginger Weber
Eureka, CA
Francoise Crandell
Eureka, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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