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Brent Hogan Davidson

Investment adviser representative at Finsym Partners, LLC
11 yearsExperience
1 stateRegistered in
$188MFirm assets
4 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Finsym Partners, LLCOct 2015 to now
  2. UnemployedJan 2015 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (WA).

Finsym Partners, LLC

$188MAssets managed
90Clients
3Advisers
4 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
6567928
Firm CRD
153712
Advisor's SEC record (opens in a new tab)
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