Dan Davis, CLU®, ChFC®, Investment Advisor Representative

Dan Davis began his financial services career in 1984 at Mutual of New York. He was promoted to Sales Manager, then in 1995 took the position of Business & Education Coordinator at the Million Dollar Round Table headquarters. In 1998, Dan began building his own practice as an independent financial advisor. He became affiliated with Retirement Plan Advisors, a Registered Investment Adviser, in 2002.

A graduate of the University of Illinois with a Bachelor of Science degree in Finance, with a distinction in Economics, Dan holds Series 6, 63, and 65 FINRA registrations. He is licensed to offer life, health, and variable contracts insurance and holds the designations of Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Check the background of this investment professional on FINRA’s BrokerCheck.