Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamar? Claim Your ProfileLamar Whitworth Davis is an Investment Advisor Representative at Edge Capital Group, LLC. Lamar has been in the industry since 2001 and has worked at several firms including Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Morgan Stanley & Co., Incorporated. Lamar has a Series 66, Series 3, and Series 7 license. Lamar is registered in Georgia and Texas. Lamar is also a trustee for the University of the South and serves on the Finance Committee of the Episcopal Diocese of GA.
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.
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.
Consulting services, family office services, insurance solutions
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.
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.
1
2
GA
08/17/2018 - Present
Edge Capital Group, LLC (ATLANTA GA)
GA
03/25/2008 - 12/31/2017
EDGE CORPORATE FINANCE, LLC (ATLANTA GA)
GA
01/17/2003 - 07/06/2007
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
03/22/2002 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/03/2001 - 03/26/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/12/1999 - 04/11/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lamar Davis is the right advisor for you? Invested Better is here to help.
