Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Davis is a registered investment advisor representative in Oklahoma and Texas. Eric is a licensed professional with over 20 years of experience in the financial services industry. Eric is affiliated with Thurston Springer Advisors and has been associated with the firm since June 2024. In the past, Eric was also affiliated with T.S. PHILLIPS INVESTMENTS, INC. and AXA ADVISORS, LLC. Eric has a strong track record of providing personalized financial advice to individuals, families, and businesses. Eric specializes in financial planning, portfolio management, and investment management. Eric is committed to providing clients with the highest level of service and expertise. Eric is dedicated to helping clients achieve their financial goals.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
06/15/2024 - Present
Thurston Springer Advisors (Duncan OK)
OK
06/03/2003 - 06/28/2024
T.S. PHILLIPS INVESTMENTS, INC. (DUNCAN OK)
NY
05/25/2000 - 06/05/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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