Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Davis is a financial advisor with over 18 years of experience in the industry. William is currently registered with LPL Financial LLC in Augusta, GA and Texas. William has previously worked with Morgan Stanley, Edward Jones, Saybrus Equity Services, Inc, Pruco Securities, LLC, Hartford Equity Sales Company Inc., SunTrust Investment Services, Inc. and Citigroup Global Markets Inc. William holds Series 7, Series 31, Series 63, Series 65 and Series 66 licenses. William offers a variety of financial services, including financial planning, portfolio management, consulting and other non-discretionary advisory 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.
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
GA
07/17/2024 - Present
LPL Financial LLC (AUGUSTA GA)
GA
10/16/2020 - 07/26/2024
MORGAN STANLEY (Augusta GA)
GA
08/01/2014 - 10/20/2020
EDWARD JONES (AUGUSTA GA)
CT
04/17/2013 - 08/01/2014
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
NJ
01/03/2013 - 04/19/2013
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
03/23/2009 - 01/02/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
GA
08/02/2006 - 09/18/2007
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
GA
08/20/2004 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (AUGUSTA GA)
BOTH
Issued 08/22/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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