Ann Davis
Investment adviser representative at 626 Financial, LLC
16 yearsExperience
1 stateRegistered in
$379.6MFirm assets
5 yearsFirm in business
Are you Ann 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- 626 Financial, LLCMar 2021 to now
- LPL Financial LLCAug 2010 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
626 Financial, LLC
$379.6MAssets managed
451Clients
5Advisers
5 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
- 5829092
- Firm CRD
- 306474