John D. Davis
Founder of Legacy Wealth Management, KY and Committed Financial Advisor to Successful Families Everywhere
- Role
- Managing Partner Financial Consultant at Legacy Wealth Management Of Ky
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About John D. Davis
John D. Davis, AAMS, specializes in helping successful families across the country plan…
Experience
Managing Partner Financial Consultant
Legacy Wealth Management Of Ky
May 2009 — Present
My financial practice works with select individuals and their families who want to alleviate the problems that financial success creates.
Education
University of Kentucky
Bachelors, Business Administration / Finance
1990 — 1995
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
2014 — 2016
Skills
- Iras
- Estate Planning
- 401k Rollovers
- Wealth
- Investment Advisory
- Fixed Annuities
- Financial Planning
- 401k
- Finance
- Retirement Planning
- Mutual Funds
- Asset Managment
- Money Management
- Wealth Management
- Financial Services
- Strategic Financial Planning
- Series 63
- Managed Money
- Asset Management
- Investments
- Series 7
- Portfolio Management
- Series 24
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