Margot Suzanne Davis

Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → Present
  Dynamic Wealth Advisors
  Phoenix, AZ
• 08/2012 → 09/2020
  Margot Davis
  Chandler, AZ

Previous Registrations

• 2009-04-09 → 2010-05-26
  Tribeca Advisors, Llc
  Mesa, AZ
• 2005-11-15 → 2008-12-10
  Synergy Investment Group, Llc
  Scottsdale, NC
  Mesa, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-25
• S63 Uniform Securities Agent State Law Examination
  2003-01-07