Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Vestal Davis is a registered Investment Advisor Representative with L&L Financial Services, LLP. George Davis is licensed in Alabama and has been in the industry since July 1988. George Davis holds a Series 65 license. George Davis is also a partner in Lawrence & Lawrence, PC, a CPA firm, and Three Sixteen, LLP, a firm that holds partnership interests in various businesses. L&L Financial Services, LLP manages approximately $9,500,000 in assets for 31 clients.
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.
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Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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AL
01/06/2024 - Present
L&L Financial Services, LLP (MOBILE AL)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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