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Eric Davis

25 Years of Experience
Duncan, OK
Broker

Eric Davis is a registered investment advisor at Thurston Springer Advisors, based in Duncan, OK, with 25 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

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Location

1881 West Spruce Street, Duncan, OK, 73533

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric is the School Board President for Duncan Public Schools, spends time on rental real estate, resells Boy Scout items on Ebay, is involved with the Duncan Tennis Booster, and is President of the Stephens County Christmas Dinner Committee. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
June 2024 - Present · 1 yr 11 mos
Thurston Springer Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Phillips Capital Advisors, INC.
June 2003 - June 2024 · 21 yrs
T.S. Phillips Investments, INC.Broker
June 2003 - June 2024 · 21 yrs
AXA Advisors, LLC
October 2000 - June 2003 · 2 yrs 8 mos
AXA Advisors, LLCBroker
May 2000 - June 2003 · 3 yrs 1 mo
State Registrations8 states
ARCAFLILNCNYOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.