Mark Davis (CRD# 4275024) is an Investment Advisor Representative working at Amb Wealth, LLC in Saint Simons Island, GA and has over 23 years of experience in the finance industry. Mark 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# 3181918
Lpl Financial LLC
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allen, Mooney & Barnes Brokerage Services | Thomasville, GA | Oct 2011 - Current | 12 |
| Allen, Mooney & Barnes Investment Advisors | Thomasville, GA | Oct 2011 - Current | 12 |
| Wells Fargo Advisors LLC | Saint Simons Island, GA | May 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- LA
- NC
- OH
- VA
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Total Assets Under Management848MILLIONS
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Total Number of Accounts1,488ACCOUNTS
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Average Account Value$569,879
- A percentage of assets under your management
- 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)
AL, AR, CA, DE, FL, GA, IA, IL, IN, KY, LA, MD, MI, MS, NC, OH, RI, SC, TX, VA, WA, WY
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