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Michael Brett Davis

True Private Wealth Advisors, LLC

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About Michael Brett Davis

Michael Brett Davis is a financial advisor at True Private Wealth Advisors, LLC. Michael Brett Davis has been in the industry since 1992. He is a licensed financial advisor in Oregon and Louisiana. Michael Brett Davis has a Series 7 and Series 63 license. Michael Brett Davis is a registered representative of True Private Wealth Advisors, LLC. Michael Brett Davis has experience in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Michael Brett Davis previously worked at PURSHE KAPLAN STERLING INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DAIN RAUSCHER INCORPORATED.

Firm Information

Michael 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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Michael Davis’s Registration & Firm History

OR

09/17/2012 - Present

True Private Wealth Advisors, LLC (SALEM OR)

OR

08/31/2012 - 01/24/2014

PURSHE KAPLAN STERLING INVESTMENTS (SALEM OR)

OR

11/03/1999 - 09/04/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALEM OR)

NY

03/02/1998 - 11/01/1999

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

12/16/1992 - 03/02/1998

DAIN RAUSCHER INCORPORATED

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Licenses & Designations

BC

Issued 11/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Brett Davis.
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