Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 3/7/16  and contains information from public web pages and contributions from the ZoomInfo community.

John T. Davis CFP

Wrong John T. Davis CFP?

Account Executive

Phone: (770) ***-****  
Local Address:  State College , Pennsylvania , United States
PGi Inc
550 Commercial Avenue P.O. BOX 307
Green Lake , Wisconsin 54941
United States

Company Description: About PGI: PGI, Inc. - the event and communications agency - ( is the only global agency offering a full host of services for destination management &...   more

Employment History

Board Memberships and Affiliations


  • B.A. , History
    University of Buffalo
  • graduate degree
    Shippensburg University
8 Total References
Web References
John ... [cached]
John Davis
John Davis, CFP® 916-367-6974
1741 E. Roseville Blvd, Suite 300, Roseville California, 95661
He is currently a Partner with Koi Wealth Management, and a Financial Advisor with Securities America Inc. As an Independent financial advisor John focuses on helping clients see the big picture when it comes to their financial affairs through comprehensive financial planning.
Qualifications The CFP® mark distinguishes John among his peers in the financial services industry as it shows that he has voluntarily met rigorous requirements of education, examination and experience and abide by CFP Board's Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places my clients' interests first.
Financial Advisor : uLinkNetwork [cached]
John Davis CFP(R) with Koi Wealth Management
John Davis CFP(R)
Koi Wealth Management in Roseville, CA 95661 : uLinkNetwork [cached]
John Davis CFP(R) Koi Wealth Management in Roseville, CA 95661 : uLinkNetwork
John Davis CFP(R) Financial Advisor Member Since: 2013
As a CERTIFIED FINANCIAL PLANNER(TM) practitioner, John Davis works with individuals and business owners to review all aspects of their finances.
Securities offered through Securities America, Inc., Member FINRA/SIPC, ( , ), and advisory services through Securities America Advisors, Inc., and John Davis, Representative.
Cobras Director - John ... [cached]
Cobras Director - John Davis
Meeting - 1st Friday
PFG | Your Team [cached]
John Davis
John Davis, Director of Licensing Associate Relations Licensing & Registration New Business t: 814.231.2235 e:
As an employee of PFG since 1978, John now serves as Director of New Business and Licensing. John assists in all areas of licensing, appointments, registrations and contracting. Through our centralized new business center, his supervisory review of new business and promotion of associate relations provides unparalleled service to our associates.
John received his B.A. in History from the University of Buffalo and completed graduate work at Millersville State and Shippensburg Universities ... view complete bio
Other People with the name "Davis":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.