Dara Davis
Dara Davis is a registered investment advisor at Park Avenue Securities LLC, based in Atlanta, GA, with 5 years of industry experience. Dara 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
5600 Glenridge Dr., Suite 600 East, Atlanta, GA, 30342
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Regulatory History (1)
Criminal
September 1997Other Business ActivitiesSells Insurance
Dara sells insurance products not offered by Guardian, dedicating minimal time to this activity. She is also involved in other activities including school governance, a general partnership for retail and coaching services, providing coaching services, serving as treasurer/CFO for a foundation, and as an advisory board member for a cyber insurance agency.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations26 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.