Eric Davis
Integrity Bank & Trust
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Title: Wealth Management Officer
Offering advice since: 2001
Areas of expertise:
- Charitable and Planned Giving
- Estate Planning/Wills
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Eric Davis:
I specialize in Self Directed IRA Investing, Exchange Traded Funds & Active Portfolio Management to provide innovative financial solutions to every client.
Compensation and Fee Structures:
Fee as a % of Assets Under Management.
Licenses, Certifications & Affiliations:
Series 7, 65, 24, & 63
Education:
MBA Taylor University, Upland IN
Will provide references upon request?
Yes
Further information about Integrity Bank & Trust:
(Size of firm: 0-9 advisors)
The foundation of a relationship with an advisor is Trust.
We earn your trust through Integrity, Transparency, and communication. We earn no commissions, 12b1's, loads, or soft dollar arrangements from any product we recommend. No Commissions. Just Trusted Advice so you can rest assured, we place your interests first.
Contact Information for Eric Davis
Phone: 719-484-0077
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Address for Eric Davis:
1430 Cipriani Loop
Monument, CO, 80132
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