Thomas, Aif DavisCRD Number: 1136224
Current Firm: Independent Financial Partners
Thomas, Aif Davis (CRD# 1136224) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 17 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Independent Financial Partners||Tampa, FL||Jul 2010 - Current||7|
|Lpl Financial LLC||Tampa, FL||Sep 2009 - Current||8|
|Mutual Service Corporation||Tampa, FL||Mar 1989 - Sep 2009||20|
|Pacific Mutual Life Insurance Co||Tampa, FL||Sep 1973 - Sep 2009||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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