David
Davis
Spc
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About this Advisor
David Davis is a financial advisor based in Lansing, Michigan, working with Spc. David has previously held positions at Principal Life Insurance Company, Princor Financial Services Corp, The Centennial Group, Flagstar Bank, Infinex Investments, Inc, Sigma Financial Corporation, and Sigma Planning Corporation. David has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Georgia, Michigan, and Virginia. Currently, David is part of Spc, which operates out of Lansing, Michigan. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion 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, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
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
- Educational seminars/workshops
- Other
David Davis Work History
Sigma Financial Corporation
Sigma Planning Corporation
Infinex Investments, Inc
Flagstar Bank
Principal Life Insurance Company
Princor Financial Services Corp
The Centennial Group
Disclosures
Please visit the SEC profile of David 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 Spc
Lansing, MI
Ann Arbor, MI
Willowbrook, IL
Richmond, VA
Dublin, CA
Salt Lake City, UT
Mount Prospect, IL
Eastchester, NY
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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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.
