Lyndon Davis
Lyndon Davis is a registered investment advisor at Lightsquare Wealth Management, LLC, based in Farmington Hills, MI, with 19 years of industry experience. Lyndon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 172 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee is 2.25%. Fees are billed quarterly in advance and are negotiable.
Fee Estimator
Location
33533 W 12 Mile Rd,, #130, Farmington Hills, MI, 48331
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Lyndon writes books and other content related to finance and personal money management, dedicating a few hours per week. He also works as an agent and owner/proprietor for Progressive People's Investments, a rental real estate business, also dedicating a few hours per week.
Employment History
Current Registrations
Lightsquare Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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