Rick Brian Davis
Investment adviser representative at Wealth Advisory Solutions, LLC
25 yearsExperience
1 stateRegistered in
$599.1MFirm assets
9 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
25 years in the industry.
- Wealth Advisory Solutions, LLCNov 2019 to now
- Q4 AdvisorsOct 2018 to now
- Henriott GroupOct 2001 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wealth Advisory Solutions, LLC
$599.1MAssets managed
684Clients
9Advisers
9 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
- 6991717
- Firm CRD
- 288903