Larry Layne Davis

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 09/2009 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 04/2010 → Present
  Sigma Planning Corporation
  Shelby Twp, MI

Other Businesses

1. DBA: Davis Capital Management, LLC, Shelby Twp, MI; OFFERS FINANCIAL SERVICES. Davis Capital Management LLC is also an insurance agency in the State of MI for the sale of fixed insurance including health, life, disability and LTC. Insurance agency start date: 11/20/18, approx. 8 hrs/mo with 75% during mkt. hrs. 2. AS AN INDEPENDENTLY LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-07
• S63 Uniform Securities Agent State Law Examination
  2004-06-28

Designations

• Certified Financial Planner

Other Names

• Larry Layne Davis