Theodore Robert Davis
Investment adviser representative at Lyons View Capital, LLC
18 yearsExperience
1 stateRegistered in
$0Firm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Lyons View Capital, LLCNov 2022 to now
- Bright Investments. LLCJan 2020 to now
- Not EmployedAug 2019 to Dec 2019
- Regions Financial CorporationMay 2008 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AL).
Lyons View Capital, LLC
$0Assets managed
0Clients
2Advisers
3 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
- 4668980
- Firm CRD
- 324582