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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Traynor Davis is a financial advisor with Creative Planning, a firm with over 1,200 employees that manages over $175 billion in assets. Amanda has been in the financial services industry for over 9 years. Amanda is a Certified Financial Planner (CFP®) and holds the Series 65 license. Amanda specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Amanda is registered to provide investment advice in Georgia and Texas. Amanda's office is located in Atlanta, Georgia.
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.
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.
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GA
08/29/2023 - Present
Creative Planning (Atlanta GA)
IA
Issued 07/25/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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