TERRANCE P DAVIS CPA/PFS

Overview

Terrance P. Davis CPA/PFS operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. With a client base that includes individuals and families, Terrance P. Davis emphasizes a fee structure based on hourly charges and fixed fees. The firm does not engage in active ESG investing and is not a multi-state adviser. Its business activities also include accounting, which complements its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices