Gregory Davis, financial advisor Kansas City MO
93 score

Gregory Davis

CRD Number: 5388041
Current Firm: Camelot Advisors, LLC

Gregory Davis (CRD# 5388041) is an Investment Advisor Representative working at Camelot Advisors, LLC in Kansas City, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Camelot Advisors, LLC Kansas City, MO Mar 2016 - Current < 1
Society For Financial Awareness San Diego, CA Oct 2009 - Current 7
Everbank Mortgage Services Kansas City, MO May 2009 - Current 7
Heritage First Kansas City, MO Apr 2009 - Current 7
Royal Pirate, LLC Amherst, NY Apr 2004 - Current 12
Nfp Securities Inc. Kansas City, MO May 2010 - Mar 2016 5
Berthel Fisher & Company Financial Services, Inc. Kansas City, MO Apr 2009 - May 2010 1
Ubs Financial Services Inc. Buffalo, NY Jul 2007 - Feb 2009 1
Pfizer Inc. New York, NY May 1981 - Mar 2007 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Gregory K. Davis
Phone Number: 419-794-0538
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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