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| Disclaimer |
Gil Davis is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer, member SIPC and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018724 |
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Business Description |
| Gilbert P Davis, CFP(R), MBA provides personalized financial planning services for a wide variety of clients including business owners, professionals, corporate executives, dual income families and retirees. Gil can help design a customized financial strategy for you that addresses your personal and business succession goals. He is licensed and registered to offer securities, insurance and asset management programs if you find these to be appropriate in the implementation of your financial plan. In addition to membership in NAIFA, Gil is a member of the Financial Planning Association. You are invited to contact him today to learn more and to arrange for a complimentary initial consultation. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
DE, MD, MI, PA
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| Years of Experience in Financial Services: |
17
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| Number of Years with Current Firm: |
17
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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BS, Engineering - University of Pittsburgh
MBA, Finance - University of Pittsburgh |
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Services |
| Investment Types: |
Annuities, Mutual Funds, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 22, Series 6, Series 7
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| Insurance and Annuity Licenses: |
Health, Long Term Care, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Additional Details on Charges: |
Fees and/or commissions based on services and/or products
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| Prepared By: |
Gilbert Davis |
| Most Recent Update: |
08/12/2008 |
Frequently Asked Questions |
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