Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan A. Davis is a financial advisor with over 23 years of experience in the financial services industry. Donovan has a Series 7 and Series 66 license and is a Certified Financial Planner. Donovan has been registered with LPL Financial LLC since October 2006. Previously, Donovan was registered with RAYMOND JAMES FINANCIAL SERVICES, INC., A. G. EDWARDS & SONS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Donovan is currently licensed to provide financial advice in 14 states, including Louisiana and Texas.
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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LA
10/06/2016 - Present
LPL Financial LLC (ALEXANDRIA LA)
LA
07/30/2004 - 11/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALEXANDRIA LA)
MO
08/27/2001 - 08/24/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/07/2000 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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