Deborah Ann Davis
Investment adviser representative at Alden Investment Group
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$385.7MFirm 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
Experience
10 years in the industry.
- Alden Investment GroupMar 2022 to now
- Commonwealth Financial NetworkAug 2016 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 3 states (DE, NJ, PA).
Alden Investment Group
Legal name: Alden Investment Advisors, LLC
$385.7MAssets managed
1,460Clients
39Advisers
4 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
- 4439624
- Firm CRD
- 317077