Kevin Davis, financial advisor Houston TX
96 score

Kevin Davis

CRD Number: 3101057
Current Firm: Salient Capital Advisors, LLC

Kevin Davis (CRD# 3101057) is an Investment Advisor Representative working at Salient Capital Advisors, LLC in Houston, TX and has over 17 years of experience in the finance industry. Kevin Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Salient Capital Advisors, LLC Houston, TX Jun 2013 - Current 3
Salient Partners, LP Houston, TX Jun 2012 - Current 4
Salient Capital, LP Houston, TX Jun 2012 - Current 4
Quasar Distributors, LLC Milwaukee, WI May 2011 - Jun 2012 1
Orinda Asset Mgmt Orinda, CA Apr 2011 - Jun 2012 1
Sun Life Financial Dist Houston, TX May 2009 - Mar 2011 1
Ing West Chester, PA Jul 2007 - May 2009 1
Directed Services LLC West Chester, PA Jul 2007 - May 2009 1
Planco Financial Services, Inc. Wayne, PA Apr 2002 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Kevin B. Davis
Phone Number: 713-993-4675
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,460
    MILLIONS
  • Total Number of Accounts
    2,499
    ACCOUNTS
  • Average Account Value
    $1,784,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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