Sidney Michelle Davis
Investment adviser representative at Family Investment Center
11 yearsExperience
3 statesRegistered in
$689.3MFirm assets
21 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
- Seminars and workshops
Experience
11 years in the industry.
- Family Investment CenterApr 2020 to now
- Imko Temp Service (family Investment Center)Jan 2020 to Mar 2020
- Goetz Credit UnionFeb 2019 to Jan 2020
- Kohls Dept. StoreNov 2018 to Jan 2019
- Stay At Home MomSep 2018 to Feb 2019
- Goetz Credit UnionJul 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Family Investment Center
Legal name: Family Investment Center, Inc.
$689.3MAssets managed
894Clients
12Advisers
21 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
- 7393682
- Firm CRD
- 113799