Virginia
Davis
Tom Johnson Investment Management, LLC
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About this Advisor
Virginia Davis is a financial advisor working in Oklahoma City, Oklahoma who has 2 years of industry experience. Davis is an employee of Tom Johnson Investment Management, LLC. They have spent their entire employment at Tom Johnson Investment Management, Llc. Davis holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Oklahoma. Tom Johnson Investment Management, LLC is an advisory firm operating out of Oklahoma City, OK. It handles $2 billion in assets among its 5,573 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 65 charitable organizations. Of its 5,573 client accounts, 33% are associated with high-net-worth investors who have at least $1 million in investable assets. Tom Johnson Investment Management, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on the services. However, fee types charged by Tom Johnson Investment Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tom Johnson Investment Management, LLC Brokerage Details
$1,519,426,903
11
5,573
$272,641
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
Virginia Davis Work History
Virginia has been registered as a financial advisor for 2 years.*
Tripp Davis And Associates
*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 Virginia 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 Tom Johnson Investment Management, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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