Donovan Davis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alexandria, LA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
204 Pecan Park Avenue, Alexandria, LA, 71315-3527
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donovan operates under the DBAs Reed Davis Investment Group and Reed Davis Wealth Management for his LPL business, dedicating full-time hours to the latter. He also owns RDIG, LLC, real estate rental property, and DavCo Farms for tax/investment purposes, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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