Calvin Benjamin Davis
Investment adviser representative at Norris Financial Group, LLC
11 yearsExperience
1 stateRegistered in
$353MFirm assets
8 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 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
11 years in the industry.
- Norris Financial Group, LLCSep 2017 to now
- Osaic Wealth, Inc.Aug 2017 to now
- Bank of America, N.A.Sep 2015 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (SC).
Norris Financial Group, LLC
$353MAssets managed
403Clients
4Advisers
8 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
- 6346388
- Firm CRD
- 129422