davissecurities.com

Davis Securities LLC

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Our core values are integrity, teamwork, mutual respect, responsibility and accountability. These values and standards are the driving force which allows us to achieve our business goals and exceed industry standards. Adherence to these principles is of utmost importance to us. Davis Capital Advisors, LLC.

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Davis Securities LLC | davissecurities.com Reviews

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Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Our core values are integrity, teamwork, mutual respect, responsibility and accountability. These values and standards are the driving force which allows us to achieve our business goals and exceed industry standards. Adherence to these principles is of utmost importance to us. Davis Capital Advisors, LLC.

<META> KEYWORDS

1 investment services

2 wealth management

3 fee based accounts

4 alternative investments

5 clearance and custody

6 investor education

7 account protection coverage

8 prime brokerage services

9 trading and execution

10 technology solutions

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investment services,wealth management,fee based accounts,alternative investments,clearance and custody,investor education,account protection coverage,prime brokerage services,trading and execution,technology solutions,operations,start up fund services

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Davis Securities LLC | davissecurities.com Reviews

https://davissecurities.com

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Our core values are integrity, teamwork, mutual respect, responsibility and accountability. These values and standards are the driving force which allows us to achieve our business goals and exceed industry standards. Adherence to these principles is of utmost importance to us. Davis Capital Advisors, LLC.

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davissecurities.com

1

Start-Up Fund Services : Davis Securities LLC

http://davissecurities.com/prime-brokerage-services-and-instiutional-sales/start-up-fund-services

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Referrals to Audit and Accounting Professionals to aid in Establishing a Reporting System. Creation of Legal Entities including Domestic and Offshore, Master Feeder Structures through our Network of Legal Professionals. Assistance with Regulatory Documents, Vendor Agreements,. Guidance in Forming Marketing Presentations.

2

Fee Based Accounts : Davis Securities LLC

http://davissecurities.com/retail-brokerage-investment-services/fee-based-and-wrap-accounts

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. For more information on our Fee Based Accounts, please visit us at www.DavisCapitalAdvisors.com. 529 Plans and Mutual Funds Breakpoint Discounts Disclosure Statement – June 2016. Davis Capital Advisors, LLC. Davis Capital Management, LLC. Middot; Legal Disclosure. Middot; Privacy Policy. Middot; Contact Us.

3

Prime Brokerage Services : Davis Securities LLC

http://davissecurities.com/prime-brokerage-services-and-instiutional-sales

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Davis Securities’ introducing Prime Brokerage offers clients the advantages of access to professional electronic execution, custody and clearing services of Wedbush Securities, Inc. As well as the added benefits of Davis Securities’ personalized services using a single point of contact for hedge fund management. Davis ...

4

Alternative Investments : Davis Securities LLC

http://davissecurities.com/retail-brokerage-investment-services/alternative-investments

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Alternative investments, also called. For more information on our alternative investment products, please click here. Hedge fund investments are suitable for persons having a substantial net worth and no need for liquidity. 529 Plans and Mutual Funds Breakpoint Discounts Disclosure Statement – June 2016.

5

Clearance and Custody : Davis Securities LLC

http://davissecurities.com/retail-brokerage-investment-services/custodial-and-clearing-services

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Custodial and Clearing Services. Wedbush Securities, Inc. Davis Securities LLC executes all transactions through Davis Securities LLC which has a clearing arrangement with Wedbush Securities, Inc., providing you with maximum flexibility in fully disclosed clearing. In addition to client account access through Wedbush S...

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daviscapitaladvisors.com

Investor Rights and Responsibilities : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/investment-services/investor-rights-and-responsibilities

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. Investor Rights and Responsibilities. C larity and Transparency is the cornerstone of trust between investors and their financial representative. As a client of Davis Capital Advisors you can expect exemplary service, education and risk management assessment and advice. YOUR RIGHTS AS AN INVESTOR. As an investor, you have the right to:. Accurate and timely...

daviscapitaladvisors.com

Career Opportunities : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/career-opportunities

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. If you are interested in a career with Davis Capital Advisors, LLC, please email your resume and cover letter in confidence to mdavis@DavisCapitalAdvisors.com. With job title in the subject line. Davis Capital Management, LLC. Middot; Legal Disclosure. Middot; Privacy Policy. Middot; Contact Us.

daviscapitaladvisors.com

Wealth Management : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/investment-services/wealth-management

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. Fee-based solutions (Managed Account Platform). College Savings 529 Plans. SMA platform with access to approximately 600 different institutional money managers. Broadly diversified mutual fund wrap program. Davis Capital Management, LLC. Middot; Legal Disclosure. Middot; Privacy Policy. Middot; Contact Us.

daviscapitaladvisors.com

Vice President, Wealth Management : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/career-opportunities/vice-president-wealth-management

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. Vice President, Wealth Management. The most competitive payouts on your book and overrides on new recruits. Our payouts are consistently 30 to 42% higher than traditional wirehouse grids! Multiple revenue stream opportunities to build wealth, including referral commissions from our top-performing affiliated hedge fund. Series 7, 63, 65 or 66.

daviscapitaladvisors.com

Investor Education : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/investment-services/investor-education

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. Four Steps to Better Investing. 1 Work with a financial professional to develop an investment plan that is suited to your personal needs and objectives. Review it at least annually and revise as needed. 2 Keep expectations realistic. If an investment sounds too good to be true, it probably is. Higher returns are typically accompanied by higher risks.

daviscapitaladvisors.com

Account Protection Coverage : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/investment-services/account-protection-coverage

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. All transactions with Davis Capital Advisors will be entered through our affiliated broker dealer, Davis Securities LLC, which. Is a member of the Securities Investor Protection Corporation (. National Financial Services LLC (. Provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment (. On terms similar to.

daviscapitaladvisors.com

Clearance and Custody : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/investment-services/custodial-and-clearing-services

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. Custodial and Clearing Services. National Financial Services LLC. Davis Capital Advisors, LLC executes all transactions through. Davis Securities LLC. Davis Securities, LLC has a clearing arrangement with National Financial Services LLC (. Providing you with maximum flexibility in fully disclosed clearing. In addition to client account access through.

daviscapitaladvisors.com

Alternative Investments : Davis Capital Advisors, LLC

http://daviscapitaladvisors.com/investment-services/alternative-investments

Investor Rights and Responsibilities. Retail Brokerage – Investment Services. Financial Advisor, Wealth Management. Vice President, Wealth Management. Alternative investments, also called. For more information on our alternative investment products, please click here. Hedge fund investements are suitable for persons having a subtantial net worth and no need for liquidity. Davis Capital Management, LLC. Middot; Legal Disclosure. Middot; Privacy Policy. Middot; Contact Us.

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davissecurities.com

Davis Securities LLC

Investor Rights and Responsibilities. Portfolio Accounting and Fund Administration. Risk Management and Compliance. Vice President, Wealth Management. Financial Advisor, Wealth Management. Our core values are integrity, teamwork, mutual respect, responsibility and accountability. These values and standards are the driving force which allows us to achieve our business goals and exceed industry standards. Adherence to these principles is of utmost importance to us. Davis Capital Advisors, LLC.

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