Richard Lloyd Davey
Investment adviser representative at Fiduciary Financial Group, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
15 years in the industry.
- Fiduciary Financial Group, LLCDec 2016 to now
- Sole ProprietorMar 2020 to Aug 2025
- Munc & Cooper Cpas LLPOct 2019 to Jul 2020
- Richard Davey Cpa, Sole ProprietorApr 2017 to Jun 2017
- Marin Wealth Advisors LLCApr 2014 to Dec 2016
- Richard Davey, Sole ProprietorMar 2012 to Sep 2018
- Bruce Davey D.D.S.Mar 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Fiduciary Financial Group, LLC
$1.1BAssets managed
415Clients
9Advisers
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
- 6009302
- Firm CRD
- 285681