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Laura Catherine Davis

Financial LAB

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About Laura Catherine Davis

Laura Catherine Davis is a Certified Financial Planner with over 7 years of experience in the financial services industry. Laura currently works at Financial Lab and is registered as an Investment Advisor Representative (IAR) in Georgia. Laura has a Series 65 license and specializes in providing financial planning services to individuals and high-net-worth individuals. Laura also offers educational seminars on financial topics.

Firm Information

Laura Davis is currently registered with Financial LAB. Financial LAB is an investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer educational seminars. The firm has 1 investment adviser representative and manages approximately $849,846 in assets.

$849,846

Assets Under Management

15

Total Clients

1

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Davis’s Registration & Firm History

GA

05/25/2023 - Present

Financial LAB (ATLANTA GA)

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Licenses & Designations

IA

Issued 02/27/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Catherine Davis.
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