Kamella Davis
Kamella Davis is a registered investment advisor at Flaharty Asset Management, LLC, based in Clearwater, FL, with 27 years of industry experience. Kamella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,130 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flaharty Asset Management charges a percentage of the assets they manage for investment management services, up to a maximum of 2.00% annually. The exact fee is negotiated with each client based on the size, complexity, and nature of their portfolio. Fees are charged quarterly in advance.
Location
311 Park Place Blvd., Suite 150, Clearwater, FL, 33759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Flaharty Asset Management, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
State Registrations42 states
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