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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Sullivan Davis is a financial advisor registered with The Colony Group, LLC in North Carolina. Albert has been in the financial industry for over 18 years and holds licenses to conduct business in the state of North Carolina. Albert has experience in both financial planning and investment management and specializes in providing financial services to individuals, high-net-worth individuals, corporations, and charitable organizations. Albert is a Certified Financial Planner™. Albert was previously registered with SunTrust Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NC
07/02/2024 - Present
THE Colony Group, LLC (ASHEVILLE NC)
NC
03/17/2005 - 01/31/2007
SUNTRUST INVESTMENT SERVICES, INC. (ASHEVILLE NC)
BOTH
Issued 08/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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