Lisa M. Davis, CFP,ChFC
M Holdings Securities, Inc.
Financial Planner in Englewood, CO
Address:5299 Dtc Blvd, Ste 1100
Englewood, CO 80111
About Lisa M. Davis
Lisa Davis is a financial professional at M Holdings Securities, Inc. located in Englewood, Colorado. Lisa Davis holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Davis provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Davis5299 Dtc Blvd, Ste 1100
Englewood, CO 80111
Phone Number:
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Website:
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