Eric Davis, CRPC®
Colorado Springs, Colorado, 80921
Member Since 2007
Our firm\'s namesake--Integrity is what drives our communication, our investment process, and our relationships with our clients. Today more than ever clients are looking for someone they can Trust. We specialize in TRUE diversification for investors looking for innovative solutions to today\'s economic realities. Call or email our highly experienced team to help you navigate today\'s opportunities for a brighter financial future tomorrow.
My Location
Background Information
Years of Financial Experience
- 10
Education
- Taylor University (BA)
- Taylor University (MBA)
Certifications and Designations
- CRPC®
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Matrix
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4392769
- Securities Registrations: Series 65, Series 63, Series 7, Series 24,
- Insurance Licenses: Life, Annuity
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- One or More DisclosuresTerminated from firm for changing a rate on an application when the rate went up to the benefit of the client.
- One or More Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Colorado
Planning Services
- Financial Planning, Retirement, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, Equity, Limited Partnerships
Visit Website - http://www.integritybankandtrust.com
