Lyndsay Davies

Current Employers

Employment History

• 07/2019 → Present
  Davies Financial Advisors, Inc.
  Murrieta, CA
• 08/2018 → 06/2019
  Basis Phoenix Primary
  Paradise Valley, AZ
• 08/2015 → 05/2017
  Northern Arizona University
  Flagstaff, AZ
• 09/2017 → 05/2018
  Linfield Christian School
  Temecula, CA
• 05/2017 → 09/2017
  Unemployed
  Murrieta, CA
• 07/2025 → Present
  Ccg Wealth Management Llc
  Murrieta, CA

Other Businesses

1) Evergreen Marketing Enterprises; Not investment-related; Temecula, CA 92591; Administrative and consulting business; CEO; 6/30/2021; 4 hours per month; 0 during trading hours; Provide consulting services as needed for clients 2) Licensed insurance agent; Not investment-related; Temecula, CA 92591; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 3) On a temporary and transitional basis, Ms. Davies will be dually registered as an investment advisor representative with CCG Wealth Management LLC and Davies Financial Advisors, Inc. Ms. Davies is maintaining the dual Investment Advisor Representative registration as she works to transition clients to CCG Wealth Management LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-20