Broker Check


The Davis Financial Group is actively growing its team. We are always interested to hear from financial professionals who are passionate about the holistic financial planning approach that we believe in and eager to become a part of a team of driven professionals committed to serving their clients, their community and each other.

We have developed a unique model–at once entrepreneurial and independent, and at the same time highly collaborative and team-oriented. Individuals who thrive in our environment generally are service and values-driven. At the same time, they are competitive and strive for success and excellence. They can grasp the big picture as it emerges, but are detail-oriented and analytical. They are disciplined and self-sufficient, yet very comfortable working in the company of others.

The Davis Financial Group has a proven methodology, a robust infrastructure and support structure, and the experience and expertise needed to help realize the career goals of experienced professionals looking to not only grow their individual practice, but to also work toward partnership in a dynamic, progressive and growing concern.

Professionals who hold their series 7, series 66 and insurance licenses—especially those who are Certified Financial Planning Professionals—are encouraged to email letters of interest directly to Allen Davis at Please, no resumes.

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