Rone John Davis
Investment adviser representative at Daviman Financial, LLC
22 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$233.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Rone J. Davis, Sole ProprietorJan 2019 to now
- Back 9 Trust Services, LLCJul 2018 to now
- Daviman Financial, LLCNov 2016 to now
- Rone J. Davis Sole Proprietor dba Innovative Insurance, LLCFeb 2012 to now
- Semi-professional Billiard Player & RefereeMay 1998 to now
- Rejoyce Wealth Management LLCAug 2019 to Sep 2020
- Friedman Davis HoldingsSep 2017 to Aug 2019
- Daviman Holdings, LLCMar 2017 to Aug 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 3 states (IN, NV, TX).
Daviman Financial, LLC
$233.9MAssets managed
256Clients
4Advisers
2 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
- 4525361
- Firm CRD
- 285030