Unclaimed Profile

Trent Donald Davis

PAULSON INVESTMENT COMPANY, INC.·PORTLAND, Oregon

Series 7, Series 24, Series 63, Series 65, Series 6618 years registeredPAULSON INVESTMENT COMPANY, INC.

811 SW NAITO PARKWAY, PORTLAND, OR 97204CRD# 2137171Firm CRD# 5670

Profile Verification

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

Identity

Trent Donald Davis · PORTLAND, OR

Registration

CRD #2137171 · PAULSON INVESTMENT COMPANY, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PAULSON INVESTMENT COMPANY, INC.

PAULSON INVESTMENT ADVISORS, LLC

Aug 2019 – Dec 2024

PORTLAND, OR

PAULSON INVESTMENT COMPANY, LLC

Jun 2019 – Dec 2020

Portland, OR

PAULSON INVESTMENT COMPANY, INC.

Jan 2008 – May 2012

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · January 15, 2008

Years registered · 18

Disclosure History

2009Regulatory·Final

1986Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PAULSON INVESTMENT COMPANY, LLC

CRD 5670 · SEC 801-107194

AUM

$15M

Regulatory assets under management

Employees

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 Trent Donald Davis offer?

Trent Donald Davis specializes in Investment Management, Retirement Planning.

What are Trent Donald Davis's credentials?

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

Where is Trent Donald Davis located?

Trent Donald Davis is based in PORTLAND, Oregon, last registered with PAULSON INVESTMENT COMPANY, INC..

How does Trent Donald Davis charge for services?

Trent Donald 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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