Unclaimed
Laura Jane Davis is a financial advisor with Cypress Capital Advisors, LLC. Laura has been in the industry since 2005 and has experience working with both individuals and corporations. Laura holds Series 6, 7, and 63 licenses as well as the SIE. Laura has worked for several firms, including Robert W. Baird & Co. Incorporated, J.J.B. Hilliard, W.L. Lyons, LLC, FTB Advisors, Inc., and Northwestern Mutual Investment Services, LLC. Laura is a Certified Financial Planner and a Chartered Financial Consultant. Cypress Capital Advisors, LLC provides financial planning, pension consulting, and portfolio management services.
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.
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.
1
2
TN
01/01/2025 - Present
Cypress Capital Advisors, LLC (NASHVILLE TN)
KY
10/18/2019 - 10/13/2022
ROBERT W. BAIRD & CO. INCORPORATED (LOUISVILLE KY)
KY
10/16/2017 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
TN
06/21/2017 - 09/28/2017
FTB ADVISORS, INC. (NASHVILLE TN)
TN
10/12/2005 - 05/15/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Nashville TN)
BC
Issued 10/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Laura Davis is the right advisor for you? Invested Better is here to help.