Mack
Nesbit
Davis Financial Planning
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About this Advisor
Mack Nesbit is a financial advisor operating out of Asheville, North Carolina with a total of 1 year of relevant experience. Nesbit is an employee of Davis Financial Planning. Nesbit has gained experience at Davis Financial Planning, Indiana University, Wrightsville Beach Fire Department, Fedex, Carmel High School, Woollett Aquatic Center, Not Applicable and University Of North Carolina Wilmington. Nesbit maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Davis Financial Planning is a registered investment company headquartered in Asheville, NC. It administers $101 million in assets among its 665 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 665 client accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Davis Financial Planning typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davis Financial Planning Brokerage Details
$101,381,064
6
665
$152,453
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mack Nesbit Work History
Mack has been registered as a financial advisor for 1 years.*
Davis Financial Planning
Indiana University
Wrightsville Beach Fire Department
Fedex
University Of North Carolina Wilmington
Carmel High School
University Of North Carolina Wilmington
University Of North Carolina Wilmington
Woollett Aquatic Center
Not Applicable
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mack Nesbit 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 Davis Financial Planning
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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