Rick
Davis
Wealth Advisory Solutions, LLC
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About this Advisor
Rick Davis is a financial advisor based in Zionsville, Indiana, working with Wealth Advisory Solutions, LLC. Rick has previously held positions at Henriott Group, Q4 Advisors, and Wealth Advisory Solutions, LLC. Rick has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Rick is part of Wealth Advisory Solutions, LLC, which operates out of Zionsville, Indiana. The firm has 3 offices and 19 employees. The firm manages assets totaling $535.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealth Advisory Solutions, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Advisory Solutions, LLC Brokerage Details
$535,354,023
19
1,777
$301,268
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rick Davis Work History
Wealth Advisory Solutions, LLC
Q4 Advisors
Henriott Group
Disclosures
Please visit the SEC profile of Rick 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 Wealth Advisory Solutions, LLC
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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