Company Information

Get to know The Davis Financial Group

Founded by Todd Davis, The Davis Financial Group is an independent financial services firm based in Springfield, Missouri. The company operates as a Registered Investment Adviser (RIA) and is committed to a holistic approach to financial planning. Their mission is to build long-term, trusted relationships with clients by developing customized strategies that align with their unique financial goals, covering areas such as retirement planning, investment management, and estate planning. They emphasize providing objective advice and personalized service, operating as a separate entity from their broker-dealer, LPL Financial.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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The Davis Financial Group

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.