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Susan Marie Davis

Brighter Investing, PB LLC

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About Susan Marie Davis

Susan Davis is a registered investment advisor representative with Brighter Investing, PB LLC in Atlanta, GA. Susan has been in the securities industry for over 20 years and is licensed to provide investment advice in Georgia. She has a strong track record of providing comprehensive financial planning and portfolio management services to a wide range of clients. Prior to joining Brighter Investing, PB LLC, Susan was with Securian Financial Services, Inc., for over 10 years.

Firm Information

Susan Davis is currently registered with Brighter Investing, PB LLC. Brighter Investing, PB LLC is a Registered Investment Advisor headquartered in . They are a fee-only firm providing financial planning, educational seminars, and portfolio management services to individuals and charitable organizations.

$33.07M

Assets Under Management

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Susan Davis’s Registration & Firm History

GA

11/06/2019 - Present

Brighter Investing, PB LLC (ATLANTA GA)

GA

02/20/1998 - 10/29/2018

SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)

MN

02/06/1991 - 12/31/1995

MIMLIC SALES CORPORATION (ST. PAUL MN)

NY

02/01/1990 - 02/20/1991

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

IL

07/21/1987 - 02/09/1990

OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 02/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Marie Davis.
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