Investment adviser representative · Davies Financial Advisors, Inc.
Lyndsay Davies
CRD 6858931 · Murrieta, CA
At a glance
Lyndsay Davies is an investment adviser representative with Davies Financial Advisors, Inc. in Murrieta, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lyndsay’s SEC record dates to 2023, about 3 years ago.
Current advisory firms
- Davies Financial Advisors, Inc.Since June 2023Murrieta, CA · $123M in regulatory assets
- Centura Wealth AdvisorySince July 2025Murrieta, CA · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lyndsay’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Davies Financial Advisors, Inc.
- Andrew J. DaviesMurrieta · Certified Financial Planner
- Justin SimmonsMurrieta · Certified Financial Planner
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