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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Howland Culwell is a financial advisor who has been in the industry since 2018. Davis is registered with LPL Financial LLC in Alpharetta, GA and has been with this firm since 2021. Davis holds Series 6, 7, 24, 63, and 65 licenses. Davis specializes in financial planning, portfolio management, and retirement planning. In addition to being a financial advisor, Davis is also a registered investment advisor and has an active IA registration in Georgia and Texas. Davis has a strong track record of success in helping clients reach 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.
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2
GA
01/23/2023 - Present
LPL Financial LLC (ALPHARETTA GA)
AL
09/06/2018 - 10/09/2019
PFS INVESTMENTS INC. (BRIMINGHAM AL)
IA
Issued 09/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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