Paul Davis, financial advisor Monument CO
93 score

Paul Davis

CRD 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 24 years of experience in the finance industry.

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Company Name Location Dates Years
Srs Capital Advisors, Inc. Denver, CO May 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Paul W. Davis
Phone Number: 303-633-5900
Registered State(s):
  • CA
  • NE
  • CO
  • TX
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
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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

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