Thomas Davis
Thomas Davis is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Eugene, OR, with 22 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
2911 Tennyson Ave, Ste 301, Eugene, OR, 97408
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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
Thomas is a board member for PeaceHealth Sacred Heart Medical Center Foundation, dedicating minimal time. He is also the President-elect of the Eugene Executives Association, spending a few hours per week, and owns Finley Davis Financial Group, Inc., where he sells insurance products and acts as an advisor, taking nearly full-time hours. Thomas also owns PWW Investments LLC and T&A, focusing on manufacturing temporary shelters and personal real estate holdings, respectively, dedicating minimal time to each.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Riskbridge Advisors, LLC
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Royal Alliance Associates, INC.Broker
Sunset Financial Services, INC.Broker
State Registrations11 states
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
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