Norris
Davis
Verus Capital Partners, LLC
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About this Advisor
Norris Davis is a financial advisor operating out of Littleton, Colorado with 6 years of industry experience. Davis currently works for Verus Capital Partners, LLC. During their career, the advisor has held roles at Davis Cashflow Consultant, Securities America, Inc, Verus Capital Partners, LLC, Arch Diocese Of Denver, Lpl Financial LLC and Sterne Agee Investment Advisor Services, Inc. Davis holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Colorado and Texas. Verus Capital Partners, LLC is a company based in Scottsdale, AZ. The firm has offices in 27 locations and a total of 47 employees. It handles $948 million in total assets among its 4,226 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 4,226 customer accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets. Verus Capital Partners, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees charged by Verus Capital Partners, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$948,186,511
47
4,226
$224,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Norris Davis Work History
Norris has been registered as a financial advisor for 6 years.*
Lpl Financial LLC
Verus Capital Partners, LLC
Arch Diocese Of Denver
Davis Cashflow Consultant
Securities America, Inc
Sterne Agee Investment Advisor Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Norris Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Verus Capital Partners, LLC
Mesa, AZ
Pasadena, CA
Scottsdale, AZ
San Diego, CA
Mesa, AZ
San Marcos, CA
Northridge, CA
Mesa, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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