Eric Davis

Eric Davis

Integrity Bank & Trust

This adviser 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 focus:

  • 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:

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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