Broker Check

602-788-1004

Oakmont Group LLC

John  Davis

John Davis

Registered Principal and Managing Member

Mission Statement
As an independent adviser, I create unbiased, customized investment solutions to help build, protect, and transfer my clients' wealth. I am committed to helping individuals and families meet and exceed their life goals.


 

Education
University of Tulsa- 1967
         Bachelor of Science, Accounting
         Minors in Economics & Finance

Corporate Work Experience
Pittsburgh Plate Glass (PPG Industries)
         1967-1972
         Treasurer's Office Corporate Finance

Xerox Corporation
         1972-1979
         New York City Branch Manager
         National Marketing Director

Investment Advisory Credentials and Experience
         1979-2017
         Investment Advisor Representative - Series 66
         Registered Principal - Series 24
         Registered Representative - Series 7 

My team and I focus our work in the following areas:

  • Individual Investment Accounts
  • Define Benefit Plans
  • 401k Plans
  • ESOP Transactions
  • REITS
  • Business Development Corporations

Comprehensive Wealth Management:

Helping Clients:

  1. Create & Grow Wealth
  2. Protect & Preserve Wealth
  3. Plan the Distribution of Wealth during Life in the Most Tax-Advantaged Way
  4. Plan the Distribution of Wealth at Death in the Most Tax-Advantaged Way