Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Davis is a financial advisor with over 18 years of experience in the industry. He currently works at Lion Street Advisors, LLC, based in Austin, Texas. Previously, Thomas was affiliated with American Independent Securities Group, LLC, and Royal Alliance Associates, Inc., both based in Eugene, Oregon. Thomas holds licenses in multiple states, including Oregon, California, Florida and New York. He is also a registered Investment Advisor in Oregon. Thomas focuses on providing financial planning, portfolio management, and pension consulting services to individual clients and businesses. He has a proven track record of helping clients 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
02/24/2020 - Present
Lion Street Advisors, LLC (AUSTIN TX)
OR
11/13/2013 - 02/24/2020
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (EUGENE OR)
OR
03/14/2008 - 11/19/2013
ROYAL ALLIANCE ASSOCIATES, INC. (EUGENE OR)
OR
04/26/2004 - 03/19/2008
SUNSET FINANCIAL SERVICES, INC. (EUGENE OR)
IA
Issued 03/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Davis is the right advisor for you? Invested Better is here to help.
