Steven L. Davis, founder of Davis Advantage, offers a wide range of investment capabilities and comprehensive financial planning. He partners with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve and manage wealth.
Originally from Minnesota, Steven graduated from San Diego State University in 1987 with a Bachelor of Arts in Political Science and a minor in Economics. Upon graduation Steven joined Prudential as a Financial Representative and after two years was promoted to Division Manager (youngest at that time) where he recruited, trained and supervised over 20 Financial Representatives. Prudential re-organized its financial planning division offering Steven a corporate position in Atlanta, Georgia. Not wanting to move his family across the country, Steven joined Morgan Stanley and within two years became Associate Vice President for the Fallbrook, California office. Steven continued to build his practice for nine years with Morgan Stanley.
Looking for more autonomy for both he and his clients, Steven started Davis Advantage and aligned with LPL Financial in December 2008. LPL Financial is the nation's largest independent broker-dealer in the nation (As reported by Financial Planning Magazine, June 1996-2023 based on total revenue) affording Steven the opportunity to offer objective advice to his clients.
With over 29 years of financial service experience, Steven's specialization spans from investment and portfolio construction to wealth management strategies. As a wealth advisor, Steven emphasizes asset allocation strategies and total portfolio management with a focus on comprehensive wealth planning. His goal is to provide his clients with the highest level of service, maintaining client's global purchasing power, and enhancing returns through strategic and tactical asset allocation.
Steven is a Registered Representative with LPL Financial and holds both a Series 7 and Series 65 registrations as well as life and disability insurance licenses. In addition, he also has the CRPC (Chartered Retirement Planning Counselor) designation, which focuses on helping clients with pre- and post-retirement needs, asset management, and estate planning. He is highly voted for by his clients and peers for these services.
He serves his diverse clients in the San Diego, California area. Steve works closely with a team of Certified Public Accountants.
Steven resides in Poway with his family. He is a member of several financial organizations and in his spare time he enjoys playing competitive tennis, traveling and trying new restaurants.