Unclaimed
Trenton Davis is a Registered Investment Advisor Representative with Knights Of Columbus Asset Advisors LLC. Trenton has been in the industry since July 2015 and has been registered with the state of Colorado since July 2022. Trenton's specializations include retirement planning, college savings, estate planning, insurance, and financial planning. Trenton also works as an insurance agent for Knights of Columbus Insurance.
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.
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.
Strategic management for diversified investment portfolios.
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.
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CT
07/28/2022 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 07/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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