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Brenda Gail Davis

THE Leaders Group, Inc.

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About Brenda Gail Davis

Brenda Gail Davis is a financial advisor with The Leaders Group, Inc. in Littleton, Colorado. Brenda has been in the financial services industry since 1993. Brenda holds the Series 6, 7, 24 and SIE licenses. Brenda is registered to provide securities services in Texas, Pennsylvania, and New Jersey. Brenda has previous experience working with SagePoint Financial, Inc. and Transamerica Financial Advisors, Inc. in various locations.

Firm Information

Brenda Davis is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Brenda Davis’s Registration & Firm History

CO

01/15/2016 - Present

THE Leaders Group, Inc. (LITTLETON CO)

PA

03/24/2014 - 01/22/2016

SAGEPOINT FINANCIAL, INC. (JENKINTOWN PA)

FL

09/04/2009 - 12/31/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

CA

12/09/2008 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

CA

07/20/2004 - 12/31/2006

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

CT

03/15/1993 - 06/22/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

CT

02/04/1991 - 03/15/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

BC

Issued 01/31/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1993

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brenda Gail Davis.
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