John-paul Davis, financial advisor Russellville AR
93 score

John-paul Davis

CRD Number: 5365906
Current Firm: Veritas Independent Partners, LLC

John-paul Davis (CRD# 5365906) is an Investment Advisor Representative working at Veritas Independent Partners, LLC in Russellville, AR and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Veritas Independent Partners, LLC Conway, AR Apr 2016 - Current 2
Perspectives Group Financial Inc. Russellville, AR Jan 2013 - Current 5
Independent Insurance Agent Russellville, AR Aug 2008 - Current 9
Lifemark Securities Corp. Rochester, NY Apr 2009 - Apr 2016 7
Consigli Wealth Management, Inc. Niagara Falls, NY Aug 2007 - Dec 2012 5
Nfp Securities, Inc. Niagra Falls, NY Aug 2007 - Apr 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Sep 2007
Contact Info for John-paul Davis
Phone Number: 501-358-6131
Registered State(s):
  • AR
  • 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
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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