Kerri Davis is a registered investment advisor at LPL Financial LLC, based in Cleveland, GA, with 19 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
153 E Kytle St, Cleveland, GA, 30528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerri referees for Habersham Co Rec Dept since 2005, spends about 10-20% of her time at PattyKakes bakery, and is a City Councilman for the City of Baldwin. She also works full-time for United Community Advisors, which is a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
First Legacy Securities, LLCBroker
State Registrations1 state
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