Paul DavisCRD Number: 6976518
Current Firm: Lpl Financial LLC
Paul Davis (CRD# 6976518) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, MA and has over 3 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Lpl Financial, LLC||Mansfield, MA||Jan 2019 - Current||3|
|Lpl Financial, LLC||Mansfield, MA||Jun 2018 - Jan 2019||< 1|
|Lyft||San Francisco, CA||Jul 2018 - Dec 2018||< 1|
|Durham Public Schools||Durham, NC||Aug 2016 - Jun 2018||1|
|Richmond Public Schools||Richmond, VA||Aug 2014 - Jun 2016||1|
|Luther Memorial School||Richmond, VA||Dec 2012 - Jun 2014||1|
|Virginia Commonwealth University||Richmond, VA||Jan 2009 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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