George Murphy Davis Sr
Professional Summary
George Murphy Davis SR, who also goes by George Murphy Davis, is a registered financial advisor currently at SENTRY MANAGEMENT INC located in Wichita Falls, Texas. George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 1 firm and has passed the Series 63 and Series 50 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
George Murphy Davis
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Years of Experience
38 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Current Firm
SENTRY MANAGEMENT INC
Contact Information
Main Address
5 Eureka Circle Suite E, Wichita Falls, TX 76308-2900Phone Number
(940) 696-2100# of Employees
5SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
88AUM (Assets Under Management)
$5,440,124,412Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
Primary Firm SEC Registration
SENTRY MANAGEMENT INC
State Registrations and Notice Filings
(6/30/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Feb 2017About the Series 50 examSimilar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view George Murphy Davis SR's CRS (Customer Relationship Summary).
Similar Advisors
THE MARSHALL FINANCIAL GROUP LLC
LPL FINANCIAL LLC
NVEST FINANCIAL, LLC
WELLS FARGO SECURITIES, LLC