Joe Davis Financial Associates Revenue, Growth & Competitor Profile

DBA JOE DAVIS FINANCIAL ASSOCIATES, LL

Company Profile & Annual Report for Joe Davis Financial Associates

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Joe Davis Financial Associates Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	32 N. Main St., Suite B Marion, NC 28752

Note: Revenues for privately held companies are statistical evaluations.


Joe Davis Financial Associates's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Joe Davis Financial Associates's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Joe Davis Financial Associates is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Joe Davis Financial Associates Annual Revenue and Growth Rate

Joe Davis Financial Associates	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Joe Davis Financial Associates's revenues are gauged from an analysis of company filings.

Joe Davis Financial Associates's Income Statement (based on Industry Averages)

Joe Davis Financial Associates P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
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Market Share of Joe Davis Financial Associates's Largest Competitors

A competitive analysis shows these companies are in the same general field as Joe Davis Financial Associates, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Joe Davis Financial Associates. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ASHWORTH FINANCIAL GROUP	Tryon, NC	100
CAROLINA FINANCIAL GROUP	Brevard, NC	96
JOE DAVIS FINANCIAL ASSOCIATES	Marion, NC	53
VISTA STRATEGIES & SOLUTIONS GROUP	Hendersonville, NC	51
TY HENDRIX INVESTMENT MANAGEMENT	Brevard, NC	47
INFINITY WEALTH MANAGEMENT	Arden, NC	22
CANO WEALTH STRATEGIES	Hendersonville, NC	16

Future Competition: Joe Davis Financial Associates's Fastest Growing Competitors

These companies are in the same general field as Joe Davis Financial Associates and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)