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Virginia Ann Davis

TOM Johnson Investment Management, LLC

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About Virginia Ann Davis

Virginia Ann Davis is an investment advisor representative at Tom Johnson Investment Management, LLC. Virginia has been in the industry since July 2003. Virginia holds a Series 65 license. Virginia Ann Davis is registered with the state of Oklahoma.

Firm Information

Virginia Davis is currently registered with TOM Johnson Investment Management, LLC. TOM Johnson Investment Management, LLC is an Oklahoma City-based firm managing over $1.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, pension consulting, and portfolio management.
TOM Johnson Investment Management, LLC

201 ROBERT S. KERR, SUITE 510

OKLAHOMA CITY, OK 73102-4202

$1.51B

Assets Under Management

5,627

Total Clients

6

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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Virginia Davis’s Registration & Firm History

OK

02/11/2021 - Present

TOM Johnson Investment Management, LLC (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 02/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Virginia Ann Davis.
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