Lurie Davis (CRD# 1610922) is an Investment Advisor Representative working at Lurie Davis Wealth Management LLC in Lynn, MA and has over 26 years of experience in the finance industry.
CRD# 5476832
Fidelity Personal And Workplace Advisors
CRD# 2958582
Edelman Financial Engines
CRD# 6170544
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lurie Davis Wealth Managment | Lynn, MA | Oct 2006 - Current | 17 |
| Waddell & Reed, Inc. | Waltham, MA | Jun 2005 - Current | 19 |
| Lurie Davis | Lynn, MA | Oct 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- IL
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Pension consulting services
IL, MA, NY
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