Gregory Davis, financial advisor Orange CA
96 score

Gregory Davis

CRD Number: 3014940
Current Firm: State Farm Investment Management Corp.

Gregory Davis (CRD# 3014940) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orange, CA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Orange, CA Nov 2010 - Current 6
Greg Davis Insurance Agency Orange, CA Jan 2004 - Current 12
State Farm Vp Management Corp Orange, CA Mar 2002 - Current 14
State Farm Investment Management Corp Orange, CA Oct 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
Contact Info for Gregory P. Davis
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
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 investment companies (as well as "business development companies")
Types of Clients
Registered States

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

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

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