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Heather Honey Davis

Paulson Investment Co. LLC

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About Heather Honey Davis

Heather Davis is a registered representative with Paulson Investment Co. Llc. She has over 20 years of experience in the financial services industry, working previously with UMPQUA INVESTMENTS, INC., J.W. MILLEGAN, INC., D.A. DAVIDSON & CO., PLANMEMBER SECURITIES CORPORATION, and PAULSON INVESTMENT COMPANY, INC.. Heather holds Series 7, 24, 27, 63, 99TO and SIE licenses and is registered to do business in 51 states.

Firm Information

Heather Davis is currently registered with Paulson Investment Co. LLC. Paulson Investment Co. LLC is a Limited Liability Company formed on March 23, 2017, and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a history of 33 regulatory events, 1 civil event, 8 arbitrations, and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

34

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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Heather Davis’s Registration & Firm History

OR

01/02/2020 - Present

Paulson Investment Co. LLC (Portland OR)

OR

05/06/2013 - 01/02/2020

UMPQUA INVESTMENTS, INC. (PORTLAND OR)

OR

01/27/2005 - 04/30/2013

J.W. MILLEGAN, INC. (SHERIDAN OR)

MT

01/13/2003 - 01/25/2005

D.A. DAVIDSON & CO. (GREAT FALLS MT)

CA

05/15/2001 - 12/06/2002

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

OR

04/05/2000 - 04/30/2001

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

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Licenses & Designations

BC

Issued 04/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/04/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Heather Honey Davis.
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