Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Leanne Davis is a financial advisor with LPL Financial LLC. Angela has been in the financial services industry since 2011 and has a wide range of experience in providing financial advice. Angela holds a Series 7, Series 66 and SIE licenses and is registered in 27 states to provide both investment advisory and brokerage services. In addition to working with LPL Financial LLC, Angela is also a notary. Angela has experience working with individuals, families, businesses, and institutions. Angela has a strong commitment to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
10/13/2022 - Present
LPL Financial LLC (KINGSPORT TN)
TN
11/18/2016 - 03/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (KINGSPORT TN)
TN
02/21/2011 - 11/08/2016
U.S. BANCORP INVESTMENTS, INC. (ROGERSVILLE TN)
BOTH
Issued 11/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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