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Reese Davis

Houlihan Lokey Capital, Inc.

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About Reese Davis

Reese Davis is a financial professional with experience in the investment banking industry. Reese has passed the Series 79TO, Series 63 and SIE exams. Reese is currently registered with Houlihan Lokey Capital, Inc. in Texas. Previously Reese worked at PERELLA WEINBERG PARTNERS LP and JEFFERIES LLC.

Firm Information

Reese Davis is currently registered with Houlihan Lokey Capital, Inc.. Houlihan Lokey Capital, Inc. is a Corporation formed on January 9, 1996, and is registered in all 50 states and the District of Columbia. The firm has been approved for registration with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

651

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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Reese Davis’s Registration & Firm History

TX

12/08/2021 - Present

Houlihan Lokey Capital, Inc. (Dallas TX)

NY

09/15/2020 - 11/18/2021

PERELLA WEINBERG PARTNERS LP (NEW YORK NY)

TX

07/15/2019 - 09/25/2020

JEFFERIES LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reese Davis.
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