Coltin Edward Davis
Investment adviser representative at Mariner
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.4BFirm 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 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
12 years in the industry.
- MarinerOct 2026 to now
- Soltis Investment Advisors LLCApr 2023 to Oct 2026
- Ausdal Financial Partners, IncSep 2021 to Dec 2022
- Cfo4lifeSep 2021 to Dec 2022
- Home DepotJul 2021 to Aug 2021
- Txfp Consulting, LLCJan 2021 to Sep 2026
- All About Finance BlogJan 2020 to Jan 2021
- La QuintaOct 2019 to Dec 2019
- Texas A & MAug 2018 to Aug 2021
- High HopesMay 2018 to Aug 2018
- YmcaMar 2016 to Aug 2018
- Leander High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7444771
- Firm CRD
- 140195