David
Davis

Spc

CRD#6115702
Investment Advisor
in Lansing, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4112 S Cedar
Lansing, MI 48910

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

MI Average: $943,424,332
Total Number of Employees

470

MI Average: 21
Total Number of Accounts

30,541

MI Average: 1,586
Average Account Size

$182,147

MI Average: $594,845

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

2023 - Present (1 year)

Sigma Financial Corporation

2023 - Present (1 year)

Sigma Planning Corporation

2016 - 2023 (7 years)

Infinex Investments, Inc

2015 - 2023 (8 years)

Flagstar Bank

2013 - 2015 (2 years)

Principal Life Insurance Company

2013 - 2015 (2 years)

Princor Financial Services Corp

2013 - 2015 (2 years)

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

John Trotter
Castle Rock, CO
Joseph Mole
Lansing, MI
Adam Kozak
Eastchester, NY
Margaret Swiess
Willowbrook, IL
Neal Sweeney
Richmond, VA
John O'Callaghan
Mount Prospect, IL
James Argentine
Mount Prospect, IL
Mark Pauwels
Ann Arbor, MI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started