Lyndsay Davies has been an investment adviser representative at Davies Financial Advisors since June 2023, and is not listed among the firm’s executive officers or direct owners.
Davies Financial Advisors, Inc. is a Murrieta, CA firm with $123M under management, 171 clients and 6 advisers in one office, as of its March 2026 filing.
Lyndsay Davies’ longest registration is the current one, 3 years at Davies Financial Advisors since 2023.
- Centura Wealth AdvisoryAlso current– present · 1 yearMurrieta, CA · Adviser representative · Firm CRD 296985
- – present · 3 yearsMurrieta, CA · Adviser representative · Firm CRD 139764
Investment adviser representative registrations
Lyndsay Davies is registered as an investment adviser representative in California, since June 2023.
- CaliforniaSince 26 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2023 |
| SIE | Securities Industry Essentials Examination | 3 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6858931
- Firm
- Davies Financial Advisors · CRD 139764
- Office
- 25109 JEFFERSON AVE, SUITE 205, Murrieta, CA 92562
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Lyndsay Davies work?
Lyndsay Davies is an investment adviser representative registered through Davies Financial Advisors, Inc. since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lyndsay Davies a financial advisor?
Yes. Lyndsay Davies has a current investment-adviser registration in California, through Davies Financial Advisors since June 2023.
How many years of experience does Lyndsay Davies have?
Lyndsay Davies has 3 years in the financial industry, since June 2023, across 2 adviser firms.
What exams has Lyndsay Davies passed?
Lyndsay Davies has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2021.
Where is Lyndsay Davies based?
Lyndsay Davies’ registered office is in Murrieta, CA.
Is Lyndsay Davies registered with FINRA?
No. Lyndsay Davies has no current broker registration.
How can I verify Lyndsay Davies’ record?
Search CRD 6858931 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lyndsay Davies’ full registration record.
- Andrew DaviesPresident and CCO
- Shaunie DaviesShareholder