Richard Lloyd Davey
Investment Adviser Representative at Fiduciary Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Lloyd Davey is an investment adviser representative with Fiduciary Financial Group, LLC in Boise, ID, where they have been registered since 2016. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Marin Wealth Advisors LLC and Waddell & REED. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Idaho and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Richard Davey, SOLE ProprietorMar 2012 – Sep 2018Larkspur, CA
- Bruce Davey D.d.s.Mar 2010 – Jun 2017Sausalito, CA
- Marin Wealth Advisors LLCApr 2014 – Dec 2016San Rafael, CA
- Fiduciary Financial Group, LLCDec 2016 – no end date reportedSan Rafael, CA
- Richard Davey CPA, Sole ProprietorApr 2017 – Jun 2017San Rafael, CA
- Munc & Cooper CPAs LLPOct 2019 – Jul 2020Larkspur, CA
- Sole ProprietorMar 2020 – Aug 2025Boise, ID
- Fiduciary Financial GroupDec 2016 – Nov 2021San Rafael, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fiduciary Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,500,000 (waivable)
- First $1,000,0000.95%
- Next $1,000,0000.85%
- Next $3,000,0000.75%
- Next $5,000,0000.60%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, tax planning and preparation, legacy and estate planning, and financial planning/optimization, including cash flow management, scenario analysis, and equity compensation planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 3
- Main office:
- San Rafael, CA
- SEC file number:
- 801-121655
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 26, 2026
View full firm profileOther advisors at Fiduciary Financial Group, LLC
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Lloyd Davey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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