Paul DavisCRD Number: 1312756
Current Firm: Srs Capital Advisors, Inc.
Paul Davis (CRD# 1312756) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Monument, CO and has over 25 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Srs Capital Advisors, Inc.||Denver, CO||May 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1992|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management507MILLIONS
Total Number of Accounts1,475ACCOUNTS
Average Account Value$343,454
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, FL, MA, NC, NE, NY, PA, TX, UT, VA, WA, WI