Richard Lloyd Davey

Employer firm

Fiduciary Financial Group, LLC CRD 285681

$1.12B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2012 → 09/2018
  Richard Davey, Sole Proprietor
  Larkspur, CA
• 03/2010 → 06/2017
  Bruce Davey D.D.S.
  Sausalito, CA
• 04/2014 → 12/2016
  Marin Wealth Advisors Llc
  San Rafael, CA
• 12/2016 → Present
  Fiduciary Financial Group, Llc
  San Rafael, CA
• 04/2017 → 06/2017
  Richard Davey Cpa, Sole Proprietor
  San Rafael, CA
• 10/2019 → 07/2020
  Munc & Cooper Cpas Llp
  Larkspur, CA
• 03/2020 → 08/2025
  Sole Proprietor
  Boise, ID
• 12/2016 → 11/2021
  Fiduciary Financial Group
  San Rafael, CA

Previous Registrations

• 2014-04-24 → 2016-12-07
  Marin Wealth Advisors Llc
  San Rafael, CA
• 2012-02-17 → 2014-05-01
  Waddell & Reed
  San Mateo, CA

Other Businesses

Marriage Money Bootcamp; Larkspur, CA; Partner since 3/2018; not investment related; online personal finance course for couples; shoot videos, draft content, market course online; 8 hrs/mo - 0 hrs during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2012-02-16

Designations

• Certified Financial Planner

Other Names

• Richard Davey