Kevin DavisCRD 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 19 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.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Salient Capital Advisors, LLC||Houston, TX||Jun 2013 - Current||4|
|Salient Partners, LP||Houston, TX||Jun 2012 - Current||5|
|Salient Capital, LP||Houston, TX||Jun 2012 - Current||5|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
Total Assets Under Management4,829MILLIONS
Total Number of Accounts504ACCOUNTS
Average Account Value$9,582,318
- A percentage of assets under your management
- Performance-based fees
- 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
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, WY
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