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Zachary Davis

Alliance-ONE Investments, LLC

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About Zachary Davis

Zachary Davis is a financial professional with over 5 years of experience in the industry. Zachary is currently registered with Alliance-One Investments, LLC. Prior to that, Zachary worked at MetLife Investors Distribution Company. Zachary holds the Series 6 and Series 26 licenses, as well as the Securities Industry Essentials Examination (SIE). Zachary is a resident of Tulsa, Oklahoma and is active in the state of Oklahoma.

Firm Information

Zachary Davis is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

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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Zachary Davis’s Registration & Firm History

OK

10/31/2019 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

OK

08/02/2017 - 10/31/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (Tulsa OK)

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Licenses & Designations

BC

Issued 02/14/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Davis.
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