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Wayne Albert Davis

Strickland Davis Advisors LLC

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About Wayne Albert Davis

Wayne Albert Davis is a registered investment advisor representative with Strickland Davis Advisors LLC. Wayne has been in the financial services industry since 2004 and has a broad range of experience in providing investment advice to individuals, high-net-worth individuals, and institutions. Wayne is also a registered representative and holds Series 7, 63, and 66 licenses. Wayne specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Wayne Davis is currently registered with Strickland Davis Advisors LLC. Strickland Davis Advisors LLC is an investment advisor registered with the SEC and located in MARIETTA, GA. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages over $112 million in assets.
Strickland Davis Advisors LLC

4653 OLDE TOWNE PKWY

MARIETTA, GA 30068

$112.19M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Wayne Davis’s Registration & Firm History

GA

07/15/2016 - Present

Strickland Davis Advisors LLC (MARIETTA GA)

GA

04/18/2008 - 10/11/2011

NEUBERGER BERMAN LLC (ATLANTA GA)

GA

10/14/2004 - 01/10/2006

TLG LENOX, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wayne Albert Davis.
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