E Davis
E Davis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 28 years of industry experience. E is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
1200 Abernathy Rd Ste 1750, Atlanta, GA, 30328-5662
Get directionsHistory
Regulatory History (6)
Customer Dispute
December 2019Customer Dispute
March 2008Regulatory
December 2007Regulatory
April 2007Customer Dispute
April 2007Customer Dispute
December 2005Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Vtr Capital, INC.Broker
State Registrations28 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.
Exams
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