David Davis CRC®
Financial Planner at Full Circle Financial Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Greater Lansing
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Certified Retirement Counselor (CRC)
INFREOct, 2018- Nov, 2024
Experience
-
Full Circle Financial Planning
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Planner
-
May 2023 - Present
-
-
-
Infinex Financial Group
-
United States
-
Financial Services
-
100 - 200 Employee
-
Registered Representative
-
Jun 2016 - May 2023
-
-
-
Flagstar Bank
-
United States
-
Banking
-
700 & Above Employee
-
Financial Consultant, Banking Officer-Sales
-
Jul 2015 - May 2023
-
-
-
Principal Financial Group
-
United States
-
Financial Services
-
700 & Above Employee
-
Registered Representative
-
Jan 2013 - Jul 2015
-
-
-
Centennial Group
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Sep 2012 - Jul 2015
-
-
-
Advance Packaging Corporation
-
Jackson, Michigan Area
-
Flexo-Graphic Printing Press Operator
-
Oct 2005 - Dec 2012
-
-
-
-
Youth Pastor
-
Jun 2007 - Jul 2009
-
-
Education
-
Spring Arbor University
Bachelor of Arts, Business Administration -
Napoleon High School
Community
You need to have a working account to view this content.
Click here to join now