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Riley D

Series 66

Salem, OR

LPL Financial

Riley Davis is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial, Riley worked at VSI and was involved with the Oregon FFA Association. Outside of finance, Riley has experience in the food and beverage industry through employment with Dutch Bros Coffee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Joel D

Series 63, Series 65

Salem, OR

LPL Financial

Joel Davis is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J. Davis Partners, LLC, Jefferson Boosters, and Waddell & Reed, Inc. He has also been involved in non-variable insurance trails. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs with access to diversified investment strategies and institutional services.

College savings (529s, UTMA, etc.)
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