Erik Shannon Davis
Investment adviser representative at Navigation Group LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Erik Shannon Davis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Navigation Group, Inc.Aug 1999 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Dec 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (CA).
Navigation Group LLC
$1BAssets managed
342Clients
3Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290051
- Firm CRD
- 130982