Sidney
Davis

Family Investment Center

CRD#7393682
Investment Advisor
in Saint Joseph, MO

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About this Advisor

Sidney Davis is a financial advisor based in Saint Joseph, Missouri, working with Family Investment Center. Sidney has previously held positions at United Consumers Credit Union, Goetz Credit Union, Kohls Dept. Store, Stay At Home Mom, Imko Temp Service (Family Investment Center), and Family Investment Center. Sidney has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Sidney is part of Family Investment Center, which operates out of Saint Joseph, Missouri. The firm has 2 offices and 16 employees. The firm manages assets totaling $515.7 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, publication of newsletters, and educational seminars. The fee structure at Family Investment Center includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3805 Beck Road
Saint Joseph, MO 64506

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Family Investment Center Brokerage Details

Total Assets Under Management

$515,700,484

MO Average: $11,469,110,461
Total Number of Employees

16

MO Average: 458
Total Number of Accounts

1,918

MO Average: 33,415
Average Account Size

$268,874

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sidney Davis Work History

2021 - Present (3 years)

Family Investment Center

2020 - Present (4 years)

Family Investment Center

2020 - 2020 (< 1 year)

Imko Temp Service (Family Investment Center)

2019 - 2020 (1 year)

Goetz Credit Union

2018 - 2019 (1 year)

Kohls Dept. Store

2018 - 2019 (1 year)

Stay At Home Mom

2015 - 2018 (3 years)

Goetz Credit Union

2012 - 2015 (3 years)

United Consumers Credit Union

Disclosures

Please visit the SEC profile of Sidney 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 Family Investment Center

Richard Salmen
Lenexa, KS
Tanner Garrett
Lenexa, KS
Christine Danford
Saint Joseph, MO
Sidney Davis
Saint Joseph, MO
Samuel Harrison
Gilbert, AZ
Nathan Goodman
Lenexa, KS
Winston Meyer
Saint Joseph, MO
Taren Mcmurray
Lenexa, KS

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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