LD
LD

Lyndsay Davies

2 Years of Experience
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

25109 Jefferson Ave, Suite 205, 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 Activities

Lyndsay is the owner and president of Evergreen Marketing Enterprises, offering marketing expertise to business owners. She spends minimal time on this activity during trading hours, and it is not investment related.

Employment History
Current Registrations
Centura Wealth Advisory
July 2025 - Present · 7 mos
Davies Financial Advisors, INC.
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.