Neil Davis is a registered investment advisor, based in Bloomfield Hills, MI, with 39 years of industry experience.
Location
6905 Telegraph Road, Suite 130, Bloomfield Hills, MI, 48301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Neil is the President/Owner of Dynamic Asset Management Group LLC, dedicating full-time hours to financial services and fixed insurance product sales. He also serves as a Successor Trustee and provides consulting services to Socios Holdings, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Dynamic Asset Management Group LLC
Previous Registrations
Dynamic Asset Management Group, LLC
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Great American Advisors, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations13 states
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