Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Davis has been in the financial services industry since 1995. Allan currently is a registered representative with Cambridge Investment Research, Inc. Allan is licensed in the following states: Arizona, California, Colorado, Florida, Louisiana, North Carolina, Oregon and Virginia. Allan is a Series 6 and Series 63 licensed advisor. Allan is also a Securities Industry Essentials (SIE) exam holder. Allan was previously affiliated with National Planning Corporation, H.D. Vest Investment Services and Franklin Financial Services Corporation. Allan is registered in Prescott, Arizona.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
AZ
10/02/2017 - Present
Cambridge Investment Research, Inc. (Prescott AZ)
AZ
03/10/2014 - 10/03/2017
NATIONAL PLANNING CORPORATION (PRESCOTT AZ)
AZ
10/16/1997 - 03/21/2014
H.D. VEST INVESTMENT SERVICES (PRESCOTT AZ)
TX
05/10/1995 - 10/23/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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