Douglas A. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas A. Davis, CFP®

MBA

Partner / Wealth Advisor

Limestone Wealth Management

3832 Taylorsville Rd, Ste 1
Louisville, KY 40220-1369
FINANCIAL ADVISOR'S WEBSITE
(502) 526-4472

General

Douglas Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Limestone Wealth Management in Louisville, KY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Insurance, Job Loss, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Special Needs, Personal Taxes

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