Unclaimed
Davidson Hepburn is an investment advisor representative with Alliancebernstein LP, a firm based in Nashville, Tennessee. Davidson is registered with the state of Georgia. Davidson has a Series 7TO license, which allows him to sell a range of investment products, including stocks, bonds, mutual funds, and variable annuities. He also has a Series 63 license, which allows him to sell investment products in the state of Georgia. Prior to joining Alliancebernstein, Davidson worked with Northwestern Mutual Investment Services, LLC. Davidson is also a Certified Financial Planner. He has been working in the financial services industry since 2019. Davidson specializes in asset allocation, financial planning, and portfolio management for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
08/22/2024 - Present
Alliancebernstein LP (ATLANTA GA)
GA
06/22/2019 - 07/22/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Atlanta GA)
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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