Thomas Leland Davenport
Investment adviser representative at Preisz Financial
20 yearsExperience
2 statesRegistered in
CFADesignation
$701.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Preisz FinancialFeb 2013 to now
- LPL Financial, LLCSep 2009 to now
- Preisz Associates, Inc.Oct 2007 to now
- Independent Insurance AgentFeb 2006 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Preisz Financial
Legal name: Preisz Associates, Inc.
$701.7MAssets managed
346Clients
9Advisers
7 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
- 5075210
- Firm CRD
- 144469