Trent Davis, financial advisor Portland OR

Trent Davis

CRD Number: 2137171
Current Firm: Paulson Investment Advisors, LLC

Trent Davis (CRD# 2137171) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Paulson Investment Advisors LLC Lake Osweo, OR May 2019 - Current 5
Paulson Investment Company, LLC Lake Oswego, OR Feb 2019 - Current 5
Senmiao Technology Limited Chengdu, Sichuan, Mar 2018 - Current 6
Td Advisors, LLC Lake Oswego, OR Aug 2016 - Current 7
Eastside Distilling, Inc. Portland, OR Aug 2016 - Aug 2019 3
Veana Theraeutics Portland, OR Dec 2017 - Feb 2019 1
Whitestone Investment Network, Inc. Portland, OR Dec 2014 - Dec 2018 4
Dataram Coporation Portland, OR Jul 2014 - May 2017 2
Paulson Capital Corp. Portland, OR Jul 2014 - May 2016 1
Majesco Enetrtainment Company Portland, OR Dec 2014 - Jul 2015 < 1
Paulson Investment Company, Inc. Portland, OR Feb 1991 - Oct 2014 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S66 NASAA Uniform Combined State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Dec 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Trent D. Davis
Phone Number: 503-243-6000
Registered State(s):
  • CA
  • NY
  • OR
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $580,312
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MA, MD, NY, OR, PA, RI, VA

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