Erik Shannon Davis

Employer firm

Navigation Group LLC CRD 130982

$1.01B regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1998 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Redwood City, CA
• 03/2000 → Present
  Navigation Group, Inc.
  Redwood City, CA

Other Businesses

(1) 8/18/1999 APPOINTED WITH VARIOUS INSURANCE AGENCIES. (2) 08/13/1999 - RIA - NAVIGATION GROUP, INC. 15% OF TIME - REDWOOD CITY, CA (3) 08/26/2013 - DBA ONLY - NAVIGATION GROUP, INC - REDWOOD CITY, CA. (4) 6/6/2017 - Navigation Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/01/2016 - 160 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Navigation Group, an independent investment advisor firm. I started this business activity on 6/5/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-18

Designations

• Certified Financial Planner