Ravi Davis has been President of Hippocratic Financial Advisors since November 2013, is a control person of the firm and directly owns 75% or more of it. Ravi Davis holds a BS in Psychobiology from Vassar College.
Hippocratic Financial Advisors LLC is a Westlake Village, CA firm with $229M under management, 382 clients and 5 advisers across 6 offices, as of its September 2026 filing.
Ravi Davis is Founder and CEO of Hippocratic Financial. He founded Hippocratic in 2013 to help doctors solve their financial problems.
Ravi Davis’ longest registration is the current one, 8 years at Hippocratic Financial Advisors since 2018. Before joining Hippocratic Financial Advisors in 2018, Ravi Davis was registered through Advanced Practice Advisors, LLC and Valmark Advisers, Inc.
- – · 1 yearMission Viejo, CA · Adviser representative · Firm CRD 169481
- Advanced Practice Advisors, LLC– · 3 yearsMission Viejo, CA · Adviser representative · Firm CRD 154084
- Valmark Advisers, Inc.– · under a yearMission Viejo, CA · Adviser representative · Firm CRD 108050
- – · 2 yearsWestlake Village, CA · Adviser representative · Firm CRD 169481
Professional designations
Listed by Hippocratic Financial Advisors
- CFP
Investment adviser representative registrations
Ravi Davis is registered as an investment adviser representative in 2 states. The first approvals date from February 2018; the most recent is Texas, in January 2021.
- CaliforniaSince 9 February 2018
- TexasSince 4 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 March 2014 |
| Series 7 | General Securities Representative Examination | 8 January 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5677392
- Firm
- Hippocratic Financial Advisors · CRD 169481
- Role
- President
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hippocratic.com
Where does Ravi Davis work?
Ravi Davis has been President of Hippocratic Financial Advisors LLC since November 2013, and is a control person of the firm.
Is Ravi Davis a financial advisor?
Yes. Ravi Davis has a current investment-adviser registration in California and Texas, through Hippocratic Financial Advisors since February 2018.
How many years of experience does Ravi Davis have?
Ravi Davis has 12 years in the financial industry, since December 2013, across 3 adviser firms.
What exams has Ravi Davis passed?
Ravi Davis has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 2013. FINRA credited Ravi Davis with the SIE, which began in October 2018.
Where did Ravi Davis work before Hippocratic Financial Advisors?
Before Hippocratic Financial Advisors, Ravi Davis was registered through Valmark Advisers, Inc., April 2014 to March 2015.
Is Ravi Davis registered with FINRA?
No. Ravi Davis has no current broker registration.
Is Ravi Davis a CFP?
Hippocratic Financial Advisors lists Ravi Davis with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
How can I verify Ravi Davis’ record?
Search CRD 5677392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ravi Davis’ full registration record.