Terry E Davis
Investment adviser representative at Gryphon Financial Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Gryphon Financial PartnersApr 2025 to now
- U.S. Bancorp Investments, Inc.Sep 2013 to Apr 2025
- U.S. BankJul 2013 to Apr 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gryphon Financial Partners
Legal name: Gryphon Financial Partners, LLC
$2.4BAssets managed
661Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4379676
- Firm CRD
- 288210