George DavisCRD Number: 1854369
Current Firm: Sentry Management Inc.
George Davis (CRD# 1854369) is an Investment Advisor Representative working at Sentry Management Inc. in Wichita Falls, TX and has over 28 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Stifel, Nicolaus & Company, Incorporated
Msi Financial Services, Inc.
|Sentry Management, Inc.||Wichita Falls, TX||Jan 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management6,543MILLIONS
Total Number of Accounts172ACCOUNTS
Average Account Value$38,040,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Security ratings or pricing services
- Educational seminars/workshops