Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Davis is a financial advisor registered with SRS Capital Advisors, LLC, a Denver, Colorado-based firm. Paul has been in the industry for over 30 years and has a broad range of experience. His specializations include financial planning, portfolio management for individuals, publication of periodicals and selection of other advisors. Paul also offers seminars, and sometimes provides insurance and annuity products when appropriate to his clients. Paul is registered in Colorado to provide investment advisory services. He has a strong track record of working with individuals, charitable organizations and pension plans. Prior to joining SRS Capital Advisors, LLC, Paul was with Royal Alliance Associates, Inc. in Scottsdale, Arizona. Paul is committed to providing his clients with personalized service and helping them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/11/2005 - Present
SRS Capital Advisors, LLC (MONUMENT CO)
AZ
07/19/1994 - 10/14/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/19/1989 - 06/29/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/31/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/21/1984 - 03/31/1986
TITAN CAPITAL CORPORATION
IA
Issued 03/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1986
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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