Gary R Davis
Investment adviser representative at Financial & Tax Architects, LLC
29 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$506.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Financial & Tax Architects, LLCNov 2023 to now
- Gary Davis, LLCFeb 2021 to now
- Northwestern MutualFeb 1997 to Oct 2023
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NV).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 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
- 2910213
- Firm CRD
- 119169