Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Davis is a registered investment advisor with LPL Financial LLC. Mark has been in the financial industry since 1993 and has a wide range of experience. Mark holds the Series 7, Series 63, Series 65, and Series 24 securities licenses. Mark has also been registered with several other firms in the past, including Raymond James Financial Services, Inc., Securities Service Network, Inc., Robert Thomas Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mark specializes in providing financial planning and investment management services to individuals, businesses, and institutions.
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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2
VA
03/09/2006 - Present
LPL Financial LLC (RICHMOND VA)
FL
01/06/1999 - 06/01/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
09/11/1997 - 01/06/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
FL
03/18/1996 - 06/06/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
11/20/1992 - 03/14/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/20/1992 - 03/14/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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