Laura Davis
Laura Davis is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Park Ridge, IL, with 40 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
350 South Northwest Highway, Suite 338, Park Ridge, IL, 60068
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2009Regulatory
October 2004Customer Dispute
September 2003Regulatory
July 2003Customer Dispute
June 2003Customer Dispute
April 2002Other Business Activities
Laura is involved with Advanced Strategies & Design, LLC, focusing on wealth accumulation and preservation strategies, dedicating full-time hours to this endeavor. She also owns a 7-unit apartment building, requiring minimal time commitment.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mutual Service CorporationBroker
Alexander & Alexander Securities CORP.Broker
New England SecuritiesBroker
Manequity, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.