Gary Davis is a registered investment advisor at E2 Advisory, based in Austin, TX, with 20 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is a sole proprietor selling life insurance since 2005, dedicating a few hours per week. He also refers planning and investment clients to E 2 Advisory, spending about 10-20% of his time on this activity, and works full-time as SVP Client Services for WNS.
Employment History
Current Registrations
E2 Advisory
Previous Registrations
The Leaders Group, INC.Broker
Ironclad Strategies LLC
Alvarez & Marsal Securities, LLCBroker
MML Investors Services, LLCBroker
Lion Street Financial, LLCBroker
Walnut Street Securities, INC.Broker
Pruco Securities, LLC.Broker
Proequities, INC.Broker
Clarendon Insurance Agency, INC.Broker
American General Securities IncorporatedBroker
State Registrations1 state
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