Broker Check
 

           

                     

Daniel Davis

501 North Salem Street
Suite 202

Apex, NC 27502

(919) 362-4889

Daniel N. Davis

Daniel N. Davis

Founder and LPL Registered Principal

Daniel began his career in the financial services industry in January 1996, in Apex, N.C., with Edward D. Jones & Company. In May of 2003, after a successful career with Edward Jones, Daniel joined LPL Financial as an independent Stratos Wealth Partners Financial Advisor and established Acorn Investment Strategies.

Daniel is series 7, 63 and 24 registered through LPL Financial and is also licensed in Life and Long Term Care. In January of 2003 Daniel earned his Accredited Asset Management Specialist (AAMS) certification from the College of Financial Planning. His certifications, training and experience have honed a skill set that is focused on fee based managed investments for the benefit of his clients.

Australian by birth, Daniel has made North Carolina his home since 1991 and shares his love of North Carolina with wife Christine, originally from Montana. They enjoy riding their Harley, with Daniel up front and Christine on the back, and RV camping throughout the United States. These two passions allow them to enjoy the best of what North America has to offer, but North Carolina is where their three grown children and grandchildren reside, so it will always be home to them.

Daniel is active in the community through the Apex Chamber of Commerce as Past President; Past Chair of the Chamber Ambassador’s Club; and Past President of Apex Rotary. Additionally, Daniel and Christine are involved in charities that help others and ‘give back’ to the community. The charity they are most active with is American Black & Tan Coon Hound Rescue (coonhoundrescue.com), where they help transport, foster and adopt rescued hounds in the region.