John-paul Davis, financial advisor Russellville AR

John-paul Davis

CRD Number: 5365906
Current Firm: Trutoro

John-paul Davis (CRD# 5365906) is an Investment Advisor Representative working at Trutoro in Russellville, AR and has over 16 years of experience in the finance industry.

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St. Bernard Financial Services, Inc.
Company Name Location Dates Years
Veritas Independent Partners, LLC Conway, AR Apr 2016 - Current 7
Perspectives Group Financial Inc. Russellville, AR Jan 2013 - Current 11
Independent Insurance Agent Russellville, AR Aug 2008 - Current 15
Lifemark Securities Corp. Rochester, NY Apr 2009 - Apr 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for John-paul Davis
Phone Number: 501-358-6131
Firm Website: https://www.trutoro.com
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $110,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, GA, MT, OK, TN, TX

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