Gary
Davis
Financial & Tax Architects, LLC
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About this Advisor
Gary Davis is a financial advisor based in Las Vegas, Nevada, working with Financial & Tax Architects, LLC. Gary has previously held positions at Northwestern Mutual, Financial & Tax Architects, LLC, and Gary Davis, LLC. Gary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nevada. Currently, Gary is part of Financial & Tax Architects, LLC, which operates out of Las Vegas, Nevada. The firm has 17 offices and 38 employees. The firm manages assets totaling $378.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Financial & Tax Architects, LLC includes asset-based and fixed fees.
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Financial & Tax Architects, LLC Brokerage Details
$378,886,034
38
3,775
$100,367
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Gary Davis Work History
Financial & Tax Architects, LLC
Gary Davis, LLC
Northwestern Mutual
Disclosures
Please visit the SEC profile of Gary 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 Financial & Tax Architects, LLC
Agoura Hills, CA
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Overland Park, KS
Upper Marlboro, MD
Saint Louis, MO
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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