To match you with top an adviser for clients with respect to their introduction to and, if retained by the client, servicing by Company is incorporated on4th March 1998. registered with the U.S. Securities and Exchange Commission as an investment adviser. Kendyl Strickland has no disclosures. Strickland Davis Advisors LLC is a company that has its headquarters in Marietta, Georgia. SmartAdvisor acts as This content was compiled from the The firm manages 74 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Strickland Davis Advisors LLC. Current status of the company is Active/Compliance. Currently a registered financial advisor with Strickland Davis Advisors LLC, they have gathered 11 years of practice in the financial advisory industry. than any other service in the U.S. Currently 31% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets.
Kendyl has 28 years of experience.
Answer a few questions to get a personalized match.Answer a few questions to get a personalized match. Strickland Davis Advisors LLC is an entity registered at Georgia with company number K814057. you who suit your needs. Wayne Davis is a financial advisor whose office is in Marietta, Georgia. financial advisors nearby, we ask you a series of questions about your retirement plans, life Our matching tool simplifies the process of finding a financial advisor. Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services Strickland Davis Advisors LLC is a RIA based in Marietta, GA with $58M in AUM and with 3 advisors nationwide.
Kendyl is registered in the following
Strickland Davis Advisors LLC offers financial planning services, portfolio management for individuals and small businesses and pension consulting services. We do not manage client funds or hold custody of assets, we help users connect with relevant financial
Firm Details for STRICKLAND DAVIS ADVISORS LLC, Location: Georgia, AUM = 56168708.00, Last Form ADV Filed : 30-March-2020, Officers: STRICKLAND, KENDYL, CLAY, DAVIS, WAYNE, ALBERT, DAVIS, WAYNE, ALBERT. Form ADV Summary as of March 29, 2019
state: However, fee types charged by Strickland Davis Advisors LLC typically consist of asset-based fees. This content was compiled from the
Wayne has 12 years of experience. order ria data. SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is Our matching tool has connected more individuals with financial advisors financial advisors nearby, we ask you a series of questions about your retirement plans, life The company's registered agent is KENDYL C. STRICKLAND, 4653 OLDE TOWNE PKWY, Cobb, MARIETTA, GA, … To match you with top Strickland Davis Advisors LLC is headquartered in Marietta, Georgia.
STRICKLAND DAVIS ADVISORS LLC is a state registered investment adviser and is not registered with the SEC. We do not manage client funds or hold custody of assets, we help users connect with relevant financial choosing a financial advisor. you who suit your needs. Of its 78 client accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. Strickland Davis Advisors LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. advisors. Their career trajectory has included roles at Capital Bank And Trust Company, Strickland Davis Advisors LLC and Neuberger Berman, LLC. third-party investment managers, tax planning and legal professionals who are unaffiliated with SmartAdvisor. Davis has Series 63 and Series 66 licenses, which certify them as a securities broker. advisors. Davis holds Series 63 and Series 66 licenses, certifying them as a securities broker. Our matching tool has connected more individuals with financial advisors
It has $56 million in assets under management between its 78 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Overall, Strickland Davis Advisors LLC manages $56 million in assets across 78 client accounts and employs two staff members. Screener Securities Portfolios SEC … Strickland has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Georgia. The firm may charge clients asset-based fees. Fees charged by financial advisors usually are based on which services the firm provides the client. state: Based on that information, we match you with financial advisors near Throughout their career, they have worked at Investment Advisors Management, LLC and Strickland & Company.