Mykal
Davis
Usi Advisors
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About this Advisor
Mykal Davis is a financial advisor based in Los Angeles, California, working with Usi Advisors. Mykal has previously held positions at Russell Financial Services, Inc, Transamerica Capital Inc, Patrick Capital Markets, LLC, Principal Life Insurance Company, Principal Securities Inc, American United Life, Oneamerica Securities, Usi Consulting Group, Usi Securities, and Usi Advisors. Mykal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Mykal is part of Usi Advisors, which operates out of Los Angeles, California. The firm has 12 offices and 77 employees. Usi Advisors manages assets totaling $48.9 billion and serves charitable clients. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Usi Advisors includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$48,864,913,348
77
1,346
$36,303,799
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mykal Davis Work History
Usi Advisors
Usi Consulting Group
Usi Securities
American United Life
Oneamerica Securities
Principal Life Insurance Company
Principal Securities Inc
Transamerica Capital Inc
Patrick Capital Markets, LLC
Russell Financial Services, Inc
Disclosures
Please visit the SEC profile of Mykal 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 Usi Advisors
Cleveland, OH
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Charlotte, NC
Glastonbury, CT
Glastonbury, CT
Los Angeles, CA
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