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Andrew James Davies

26 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

41391 Kalmia Street, Suite 130, Murrieta, CA, 92562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is involved in several business activities, including fixed insurance sales, being a member of an insurance sales producers group, and serving as President and Co-Owner of Davies Financial Advisors, Inc. He also owns Redstar Worldwide, Inc. and rental property in Murrieta, CA.

Employment History
Current Registrations
Centura Wealth Advisory
June 2025 - Present · 8 mos
Davies Financial Advisors, INC.
May 2006 - Present · 19 yrs 9 mos
Previous Registrations
Commonwealth Financial Network
March 2006 - October 2022 · 16 yrs 7 mos
Commonwealth Financial NetworkBroker
March 2006 - October 2022 · 16 yrs 7 mos
Lincoln Financial Advisors Corporation
September 2002 - March 2006 · 3 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
September 2000 - March 2006 · 5 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
September 2000 - March 2006 · 5 yrs 6 mos
Allmerica Investments, INC.Broker
August 1999 - August 2000 · 1 yr
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Andrew James Davies - Financial Advisor | TrueAdvisor