Clinton Davis, financial advisor Santa Cruz CA

Clinton Davis

CRD Number: 805602
Current Firm: Park Avenue Securities LLC

Clinton Davis (CRD# 805602) is an Investment Advisor Representative working at Park Avenue Securities LLC in Santa Cruz, CA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities LLC Tuscon, AZ Nov 2008 - Current 15
Guardian Life Insurance Agency Tuscon, AL Nov 2008 - Current 15
Park Avenue Securities LLC Santa Cruz, CA May 1999 - Current 24
Guardian Life Insurance Co Of America Santa Cruz, CA Oct 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Clinton E. Davis
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • CT
  • FL
  • IA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
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 individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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