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Landon Hale Davis

True Private Wealth Advisors, LLC

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About Landon Hale Davis

Landon Davis is an Investment Advisor Representative at True Private Wealth Advisors, LLC with experience in the financial services industry since 2024. Landon has a Series 65 license and provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. Landon has a strong understanding of financial markets and can help clients achieve their financial goals. Landon has worked in the financial services industry for a relatively short time but has a diverse background in education and agriculture. True Private Wealth Advisors, LLC is a wealth management firm with approximately $1.24 billion in regulatory assets under management.

Firm Information

Landon Davis is currently registered with True Private Wealth Advisors, LLC. True Private Wealth Advisors, LLC is a financial advisory firm based in Salem, OR. They offer a range of financial planning and investment management services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. The firm manages over $1.2 billion in assets for approximately 4,400 clients.
True Private Wealth Advisors, LLC

1781 LIBERTY STREET SE

SALEM, OR 97302

$1.24B

Assets Under Management

4

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Landon Davis’s Registration & Firm History

OR

10/14/2024 - Present

True Private Wealth Advisors, LLC (SALEM OR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Landon Hale Davis.
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