TD
CFP
TD
CFP

Terry E Davis

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

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Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Terry co-owns Crossfit Mason, serves as a board member for T1D Warriors, and is a board member and director for the Warren County Agricultural Society. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Gryphon Financial Partners
April 2025 - Present · 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
October 2013 - April 2025 · 11 yrs 6 mos
U.S. Bancorp Investments, INC.
October 2013 - April 2025 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - July 2013 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - July 2013 · 2 yrs 1 mo
Natcity Investments, INC.Broker
October 2008 - October 2009 · 1 yr
Natcity Investments, INC.
October 2008 - October 2009 · 1 yr
Nationwide Investment Advisors, LLC
December 2006 - October 2008 · 1 yr 10 mos
Nationwide Investment Services Corporation
August 2006 - December 2006 · 4 mos
Nationwide Investment Services CorporationBroker
July 2006 - October 2008 · 2 yrs 3 mos
Edward JonesBroker
October 2002 - June 2006 · 3 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.