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Detailed Report
RICHARD LLOYD DAVEY
RICHARD DAVEY
CRD#: 6009302
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Investment Adviser
FIDUCIARY FINANCIAL GROUP, LLCCRD#: 285681 2601 N BOGUS BASIN RD.
BOISE, ID 83702
Registration History
20122014201620182020202220242026IAFIDUCIARY FINANCIAL GROUP, LLC (CRD# 285681)2016 - Present (8 years)IAMARIN WEALTH ADVISORS LLC (CRD# 123237)2014 - 2016 (2 years)IAWADDELL & REED (CRD# 866)2012 - 2014 (2 years)
License(s)

State Registrations

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Idaho 3/21/2018
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Texas 6/24/2022
Current Registration(s)
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FIDUCIARY FINANCIAL GROUP, LLC (CRD#:285681)
2601 N BOGUS BASIN RD., BOISE, ID 83702
Registered with this firm since 12/8/2016
Previous Registration(s)
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 04/24/2014 - 12/07/2016 MARIN WEALTH ADVISORS LLC (CRD#:123237) SAN RAFAEL, CA
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 02/17/2012 - 05/01/2014 WADDELL & REED (CRD#:866) SAN MATEO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.