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Andrew Davis

16 Years of Experience
Jenks, OK

Andrew Davis is a registered investment advisor at Stephen L. Smith Corporation, based in Jenks, OK, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 115 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

531 East "A" Street, Suite 301, Jenks, OK, 74037

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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

Andrew is the owner and manager of Standard Capital Finance, a lease finance servicing company, since 2008. He dedicates minimal time to this activity.

Employment History
Current Registrations
Stephen L. Smith Corporation
April 2009 - Present · 17 yrs 1 mo
State Registrations1 state
OK
Advisor

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.
Andrew Davis - Financial Advisor | TrueAdvisor