Glen
Davis

Aegis Capital Corp

CRD#1070334
Investment Advisor
in Portland, OR

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About this Advisor

Glen Davis is a financial advisor based in Portland, Oregon, working with Aegis Capital Corp. Glen has previously held positions at Jhs Capital Advisors, LLC and Aegis Capital Corp. Glen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Oregon. Currently, Glen is part of Aegis Capital Corp, which operates out of Portland, Oregon. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1000 Sw Broadway Suite 1220
Portland, OR 97205

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

OR Average: $7,464,549,021
Total Number of Employees

257

OR Average: 88
Total Number of Accounts

2,479

OR Average: 3,892
Average Account Size

$517,181

OR Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Glen Davis Work History

2015 - Present (10 years)

Aegis Capital Corp

2012 - 2015 (3 years)

Jhs Capital Advisors,LLC

2012 - 2015 (3 years)

Jhs Capital Advisors, LLC

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Disclosures

Please visit the SEC profile of Glen 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 Aegis Capital Corp

Glenn Glazer
New York, NY
Samuel Tenzer
Hillsdale, NJ
James Wright
New York, NY
Charles Rosen
Northbrook, IL
Adam Lorraine
Lighthouse Point, FL
John Oeming
Eugene, OR
Matthew Gaer
New York, NY
Dilnaman Sachdeva
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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