logo logo

Paul Howard Davis

Paul Howard Davis, American financial planner. Certified Financial Planner; enrolled agent; registered investment advisor, agent.

Background

  • Davis, Paul Howard was born on June 12, 1935 in Chicago, Illinois, United States. Son of Cyril Bernard and Alta May (Morrow) Davis.

  • Education

    • Bachelor of Science, Drake University, 1957. Master of Business Administration, Northern Illinois University, 1972.

    Career

    • Cost analyst General Motors, LaGrange, Illinois, 1960-1965. Reinsurance accounting supervisor Swift & Company, Chicago, 1965-1970. General accountant Fermi Institute, Batavia, Illinois, 1970-1972.

      Accounting supervisor Westgate Foods, San Diego, 1972-1974. Group finance planner Solar Turbines, 1974-1987. Registered representative Prudential Insurance, LaMesa, California, 1988-1993.

      Registered investment advisor H.D. Vest, Encinitas, since 1993.

    Major achievements

    • Certified Financial Planner. Enrolled agent; registered investment advisor, agent.

    Membership

    Member Institute Management Accountants (national director since 1992), International Association Finance Planners, Holland Society New York (West Coast vice president 1976), American Association Retired Persons (legislation director chapter 239, since 1992), Encinitas Chamber of Commerce (ambassador 1994, legislation committee 1994), Sigma Iota Epsilon.

    Personality

    Interests

    Family history.

    Connections

    • Married Rosella Campbell, November 23, 1961. Children: Sarah Jane, Jennifer Anne.
    • father: Cyril Bernard Davis
    • mother: Alta May (Morrow) Davis
    • spouse: Rosella Campbell
    • children: Sarah Jane Davis
    • Jennifer Anne Davis
    See on larger map
    Nationality
    • 1957
      Drake University
    • 1972
      No. Illinois University
    • 1960 - 1965
      Cost analyst, General Motors
      Lagrange, Georgia, United States
    • 1965 - 1970
      reinsurance accounting, supervisor Swift & Company
      Chicago, Illinois, United States
    • 1970 - 1972
      general accountant, Fermi Institute
      Batavia, Illinois, United States
    • 1972 - 1974
      accounting, supervisor Westgate Foods
      San Diego, California, United States
    • 1974 - 1987
      group finance planner Solar Turbines
    • 1988 - 1993
      registered representative Prudential Insurance
      Lamesa, Texas, United States
    • 1993
      registered investment advisor, H.D. Vest
      Encinitas, California, United States
    • show more ...