Laura Davis (CRD# 4969489) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Franklin, TN and has over 18 years of experience in the finance industry. Laura Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Music Row Wealth Management | Nashville, TN | Oct 2022 - Current | 1 |
| Robert W. Baird & Company Incorporated | Louisville, KY | Oct 2019 - Oct 2022 | 3 |
| Hilliard Lyons | Nashville, TN | Oct 2017 - Oct 2022 | 5 |
| First Tennessee Bank | Nashville, TN | Jun 2017 - Sep 2017 | < 1 |
| Northwestern Mutual Investment Services, LLC | Franklin, TN | Jun 2005 - May 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
- TN
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Total Assets Under Management324MILLIONS
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Total Number of Accounts1,378ACCOUNTS
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Average Account Value$234,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, MD, NC, NH, TN, TX, VA
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