MD
Matthew Davis
from Sherwood Financial Partners, LLC
Matthew Davis is a financial advisor based in California, Westlake Village,
with 15 years of experience. Matthew currently works for
Sherwood Financial Partners, LLC.
Matthew maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Davis works at Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC is a financial advisory firm based in Westlake Village, California. It currently has approximately $113,347,732 of assets under management and employs about 5 people. Sherwood Financial Partners, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
2900 Townsgate Road, Suite 213, Westlake Village, California, 91361
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