Unclaimed Profile

Brenda J Davis

MONTANA INVESTMENT ADVISORS INC·BOZEMAN, Montana

Series 7, Series 63, Series 65Clean record24 years registeredMONTANA INVESTMENT ADVISORS INC

104 EAST MAIN ST, BOZEMAN, MT 59715-7090CRD# 713779Firm CRD# 106377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenda J Davis · BOZEMAN, MT

Registration

CRD #713779 · MONTANA INVESTMENT ADVISORS INC · 24 years registered

Brand Profile

Not yet started

Career History

MONTANA INVESTMENT ADVISORS INC

Feb 2003 – present

MONTANA INVESTMENT ADVISORS INC

Jun 2002 – Dec 2002

BOZEMAN, MT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 13, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONTANA INVESTMENT ADVISORS INC

CRD 106377 · SEC 801-39895

AUM

$46M

Regulatory assets under management

Employees

129 client accounts

Services offered by MONTANA INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONTANA INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Brenda J Davis offer?

Brenda J Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.

What are Brenda J Davis's credentials?

Brenda J Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda J Davis located?

Brenda J Davis is based in BOZEMAN, Montana, working with MONTANA INVESTMENT ADVISORS INC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Brenda J Davis charge for services?

Brenda J Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTANA INVESTMENT ADVISORS INC?

MONTANA INVESTMENT ADVISORS INC has approximately 1 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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