Victor J. Davis

DAVIS INVESTMENT PARTNERS

Charlotte, NC 28211

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CRD#: 6854537

Professional summary

Victor James Davis, who also goes by VIctor Davis, is a registered financial advisor currently at DAVIS INVESTMENT PARTNERS, LLC located in Charlotte, North Carolina.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Victor Davis

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor James Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2022 - Present

DAVIS INVESTMENT PARTNERS, LLC

Office #1: 4521 Sharon Road Suite 375, Charlotte, NC 28211

RIA

CRD#: 318783

Charlotte, NC

Past

August 28, 2019 - April 4, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

CHARLOTTE, NC

Past

July 10, 2019 - April 4, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783 / SEC#: 801-123320

RIA

Registered Investment Advisory firm - (2/28/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(4/5/2022)

IAR

Texas
(12/16/2022)

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

State Security Law Exam

IAR

Series 66

Date: 8/27/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/10/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/30/2019

Securities Industry Essentials Examination

Current Firm

DAVIS INVESTMENT PARTNERS, LLC

CRD#: 318783 / SEC#: 801-123320

RIA

Registered Investment Advisory firm - (2/28/2022 Approved)

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Contact information

Main Address

4521 Sharon Road Suite 375, Charlotte, NC 28211

Mailing Address

Phone number

(704) 741-4200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAVIS INVESTMENT PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	458
AUM (Assets Under Management)	$ 377,142,450

Red Flags

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.

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Victor J. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor James Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIS INVESTMENT PARTNERS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

DAVIS INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2019

Series 7TO

Date: 7/10/2019

SIE

Date: 4/30/2019

Current Firm

DAVIS INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVIS INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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