Kylie
Davidson
Financial Services Of America Advisors
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About this Advisor
Kylie Davidson is a financial advisor based in Troy, Michigan, working with Financial Services Of America Advisors. Kylie has previously held positions as a student, at Goldfish Swim School, Palazzo Di Bocce, Wyndgate Country Club, Financial Services Of America, and Fsa Advisors. Kylie has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Kylie is part of Financial Services Of America Advisors, which operates out of Troy, Michigan. The firm has 23 employees and manages assets totaling $292.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Services Of America Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Services Of America Advisors Brokerage Details
$292,130,912
23
1,441
$202,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kylie Davidson Work History
Fsa Advisors
Financial Services Of America
Palazzo Di Bocce
Goldfish Swim School
Wyndgate Country Club
Student
Disclosures
Please visit the SEC profile of Kylie Davidson 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 Financial Services Of America Advisors
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Warren, 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.
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