Victoria
Davis
Lexaurum Advisors
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About this Advisor
Victoria Davis is a financial advisor who works out of Stilwell, Kansas, who has 3 years of industry experience. Davis works at Lexaurum Advisors. Throughout their career, Davis has worked at Freely Imagine Photography, Td Ameritrade, Rbc Capital Markets, LLC, U.S. Bank, U.S. Bancorp Investments, Inc, Focus Lending Solution, Lexaurum Advisors, LLC and Little Treasures. Davis holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Kansas. Lexaurum Advisors is a firm operating out of Stilwell, KS. The firm has offices in 20 locations and a total of 42 advisors. It handles $604 million in assets across its 3,466 accounts, placing it among the bigger firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 3,466 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically are based on which service is offered. However, fees charged by Lexaurum Advisors most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lexaurum Advisors Brokerage Details
$604,128,786
42
3,466
$174,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Victoria Davis Work History
Victoria has been registered as a financial advisor for 3 years.*
Lexaurum Advisors, LLC
Little Treasures
U.S. Bank
U.S. Bancorp Investments, Inc
Focus Lending Solution
Rbc Capital Markets, LLC
Td Ameritrade
Freely Imagine Photography
*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 Victoria 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 Lexaurum Advisors
Stilwell, KS
Medina, OH
Rancho Cucamonga, CA
Stilwell, KS
Chesterfield, MO
Smithville, MO
Stilwell, KS
Owings Mills, MD
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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