Company Information

Get to know Davis Advisory Group, LLC

Davis Advisory Group, LLC is an independent financial planning practice based in Woburn, Massachusetts. The firm, founded by Managing Member Jeffrey T. Davis, focuses on a comprehensive approach to financial well-being. Their stated mission is to help clients get financially organized and create confidence in their financial future through a disciplined process that includes organizing financial data, formalizing goals, implementing strategies, and ongoing monitoring. They offer services in financial planning, investment management, retirement planning, and tax strategies, operating as a Registered Investment Adviser (RIA).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Davis Advisory Group, LLC

United States

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.