Davis Advantage

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Client Centered No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Securities America is a financial services firm located in San Diego, CA. The firm offers a wide range of financial services, including: Investment Management: Securities America can help you create a personalized investment portfolio that meets your specific needs and goals. Our experienced investment advisors will work with you to understand your risk tolerance and time horizon, and then develop a strategy that is designed to help you achieve your financial goals. Financial Planning: Securities America can help you create a comprehensive financial plan that takes into account all of your financial needs, including retirement, college savings, and estate planning.