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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Langford Davis is a financial advisor with over 40 years of experience in the financial services industry. She currently works at LPL Financial LLC in Columbia, SC, and has previously worked for Morgan Stanley, Ameriprise Financial Services, Inc., IDS Life Insurance Company, and IDS Financial Services Inc. Barbara is a Certified Financial Planner and holds several industry licenses and certifications, including Series 6, 7, 22, 24, and 63. She is registered to provide financial advice in South Carolina, Florida, Georgia, and North Carolina. Barbara specializes in providing financial planning, investment management, and consulting services for individuals, families, businesses, and charitable organizations.
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
SC
01/16/2024 - Present
LPL Financial LLC (COLUMBIA SC)
SC
12/14/2011 - 09/06/2013
MORGAN STANLEY (BLUFFTON SC)
SC
05/05/1982 - 11/29/2011
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA SC)
MN
05/05/1982 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/05/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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