Terrance DavisCRD Number: 2307883
Current Firm: Terrance P Davis Cpa/pfs
Terrance Davis (CRD# 2307883) is an Investment Advisor Representative working at Terrance P Davis Cpa/pfs in St. Louis, MO and has over 28 years of experience in the finance industry.
Cutter & Company, Inc.
|Terrance P Davis Cpa/pfs||Webster Groves, MO||Jan 1990 - Current||31|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management91MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$2,022,222
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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