Curtis Davis
Advisor at PFG Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PFG Advisors
Location
Campbell, CA 95008
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
38 years
About
Curtis Davis is a financial advisor with PFG Advisors in Campbell, CA, holding the CFP® and ChFC® designations and over 38 years of industry experience. His career includes roles at LPL Financial, Securities America, Inc., OSAIC, and United Planners. He is also the founder and president of Davis Financial Management Inc. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.
Client services
Based on PFG Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on PFG Advisors
Options & derivatives strategies
Wealth management
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Fee options
Flat fees generally range from $100 to $5,000 for financial planning/consulting services
$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually
Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)
$100 to $1,000 per hour for financial planning/consulting services
Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually
Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually
Location
2105 South Bascom Avenue, Suite 350
Campbell, CA 95008
Most active in
Curtis D has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
United Planners
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Securities America, Inc.
2017 - 2024 (7 years)
PFG Advisors
2015 - Present (11 years)
LPL Financial, LLC
2003 - 2017 (14 years)
Curtis D Davis
1988 - Present (38 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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