Michael Davis is a CFP-designated registered investment advisor at Legs Financial, based in Greensboro, NC, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management services are only available to clients participating in ongoing financial planning and are offered at no additional charge.
Contact
Michael Davis
Location
Greensboro, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Legs Financial
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
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.
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Additional Information
Why is it important? A comprehensive special needs financial plan provides: