Unclaimed Profile

John Wentling Davis

COPPER LEAF FINANCIAL, LLC·WILLISTON, Vermont

SIE, Series 7, Series 66CFPClean record26 years registeredCOPPER LEAF FINANCIAL, LLC

33 BLAIR PARK ROAD, WILLISTON, VT 05495CRD# 4307361Firm CRD# 285378

Profile Verification

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

Identity

John Wentling Davis · WILLISTON, VT

Registration

CRD #4307361 · COPPER LEAF FINANCIAL, LLC · 26 years registered

Brand Profile

Not yet started

Career History

COPPER LEAF FINANCIAL, LLC

Jan 2017 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jan 2017

WILLISTON, VT

CAMBRIDGE INVESTMENT RESERARCH, INC.

Nov 2003 – Mar 2005

WILLISTON, VT

VERAVEST INVESTMENT ADVISORS, INC.

Jul 2000 – Nov 2003

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 23, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPER LEAF FINANCIAL, LLC

CRD 285378 · SEC 801-120617

AUM

$189M

Regulatory assets under management

Employees

585 client accounts

Services offered by COPPER LEAF FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COPPER LEAF FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does John Wentling Davis offer?

John Wentling Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLISTON, Vermont for a consultation.

What are John Wentling Davis's credentials?

John Wentling Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Wentling Davis located?

John Wentling Davis is based in WILLISTON, Vermont, working with COPPER LEAF FINANCIAL, LLC. Their office serves clients in the WILLISTON metropolitan area and surrounding communities.

How does John Wentling Davis charge for services?

John Wentling Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPER LEAF FINANCIAL, LLC?

COPPER LEAF FINANCIAL, LLC has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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