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2016-03-07T00:00:00.000Z

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John Davis T. CFP

Account Executive

PGi Inc

Direct Phone: (770) ***-****       

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 - (www.pgi.com) is the only global agency offering a full host of services for destination management & event logistics, exhibition & conference management and production and interactive services. ... more

Find other employees at this company (3,130)

Background Information

Employment History

Project Engineer
Acree-Daily Corporation

Residential Sales
ADT Security Services , Inc.

Affiliations

Financial Advisor
Principal Global Investors Limited

Financial Advisor
Security America , Inc.

Financial Advisor
Wealth Management Revised

Education

B.A.
History
University of Buffalo

graduate degree

Shippensburg University

Web References (8 Total References)


John ...

www.niccp.com [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

www.ulinknetwork.com [cached]

John Davis CFP(R) with Koi Wealth Management

...
John Davis CFP(R)


Koi Wealth Management in Roseville, CA 95661 : uLinkNetwork

www.ulinknetwork.com [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, ( www.finra.org , www.sipc.org ), and advisory services through Securities America Advisors, Inc., and John Davis, Representative.


Cobras Director - John ...

www.jamilshriners.com [cached]

Cobras Director - John Davis

Meeting - 1st Friday


PFG | Your Team

www.pfginc.com [cached]

John Davis

...
John Davis, Director of Licensing Associate Relations Licensing & Registration New Business t: 814.231.2235 e: jdavis@pfginc.com
...
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

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