Skip to main content
Davis Financial Group
Davis Financial Group
  • Home
  • About Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Services and Products
    • Our Qualifications
    • Biography
    • Your Personal Account Access
    • Featured Links
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Davis Financial Group

Osaic Wealth Form CRS

*Securities and Investment Advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a Registered Investment Advisor. Fixed and/or Traditional Insurance Services offered through The Davis Financial Group, which is not affiliated with Osaic Wealth, Inc., or registered as a broker dealer or investment advisor. Osaic Wealth, Inc. does not give tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AR, CA, CO, FL, GA, MA, MD, MO, NC, NH, NY, OK, TX, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck