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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Clinton Davis is a financial advisor at The Colony Group, LLC. Eric is a Certified Financial Planner™ professional. He is licensed in California as an Investment Advisor Representative. Eric has been in the financial services industry since 2014 and has worked for several organizations including Davis & Seiley Wealth Management, Inc. and HoyleCohen, LLC. He holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. He has worked for The Colony Group, LLC since September 2024.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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CA
09/03/2024 - Present
THE Colony Group, LLC (San Diego CA)
IA
Issued 09/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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