About Terri

Terri L. Davis, CPA


 


 

 


California State University, Sacramento




Bachelor of Science Degree:




Business Administration - Accounting.




 Private industry accountant 1981 – 1986




·Self employed tax practice 1986 – 1989        




Entered in to Public accounting 1989




Wharton Certificate in Retirement Planning 2007         

 


                   

 


                     Licenses

 


California State Board of Accountancy, ·Certified Public Accountant.




Financial professional in Trusted Advisors , an AXA Financial business.




Securities registeratrations: FINRA series 7 & 66




·State of California insurance license #0D55218

 


 

 


                    Memberships

 


American Institute of Certified Public Accountants




California Society of Certified Public Accountants




Sacramento Chapter of CA Society of CPA’s




·Sacramento Metro Chamber of Commerce



West Sacramento Chamber of Commerce


 


 


 


 




 


Harper-Davis and AXA Advisors do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.