George Davis (CRD# 3225183) is an Investment Advisor Representative working at Sentry Management Inc. in Wichita Falls, TX and has over 24 years of experience in the finance industry.
CRD# 2616589
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6721259
Dinergy
CRD# 1938011
Mercantile Investment Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sentry Management, Inc. | Wichita Falls, TX | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management8,523MILLIONS
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Total Number of Accounts102ACCOUNTS
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Average Account Value$83,555,784
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
TX
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