Investment adviser representative · Davison Wealth Management, LLC
Rickie G. Davison
CRD 4050084 · Indianapolis, IN
At a glance
Rickie G. Davison is an investment adviser representative with Davison Wealth Management, LLC in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rickie’s SEC record dates to 2000, about 26 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Davison Wealth Management, LLCSince March 2010Indianapolis, IN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rickie’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
- 3 firmsLocked
- 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
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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.