Virtual Advisor Introduction

Welcome to our virtual advisor series! Have you ever wondered what it is like to meet with a financial advisor? Join us as we walk you through the steps and let you know what you can expect from a meeting with our experienced staff.
Video featuring our owner and Registered Principal, Jeffery Davis.
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Davis Financial Services and Cadaret, Grant & Co., Inc. are separate entities.

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