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Kellie Marie Davis

PAULSON INVESTMENT COMPANY, INC.·PORTLAND, Oregon
Series 7, Series 63Clean recordPAULSON INVESTMENT COMPANY, INC.
811 SW NAITO PARKWAY, PORTLAND, OR 97204CRD# 2138197Firm CRD# 5670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kellie Marie Davis · PORTLAND, OR
Registration
CRD #2138197 · PAULSON INVESTMENT COMPANY, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PAULSON INVESTMENT COMPANY, LLC
CRD 5670 · SEC 801-107194
AUM
$15M
Regulatory assets under management
Employees
50
7 client accounts
Services offered by PAULSON INVESTMENT COMPANY, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at PAULSON INVESTMENT COMPANY, LLC →
Introduction

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Frequently Asked Questions

What services does Kellie Marie Davis offer?
Kellie Marie Davis specializes in Investment Management, Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Kellie Marie Davis's credentials?
Kellie Marie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kellie Marie Davis located?
Kellie Marie Davis is based in PORTLAND, Oregon, working with PAULSON INVESTMENT COMPANY, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Kellie Marie Davis charge for services?
Kellie Marie Davis's firm is compensated through percentage of aum, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAULSON INVESTMENT COMPANY, INC.?
PAULSON INVESTMENT COMPANY, INC. has approximately 50 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Malcolm Alexander Winks
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Thomas Stewart Parigian
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Research
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