Kimberly Armbruster Davis
Investment adviser representative at Lanark Financial, Inc.
12 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Lanark Financial, Inc.Jun 2025 to now
- Nbc SecuritiesMay 2025 to now
- Robert Half InternationalJan 2023 to May 2025
- Concourse Financial Group Securities (fka Proequities)Oct 2020 to Dec 2022
- Synovus Securities, Inc.May 2014 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AL).
Lanark Financial, Inc.
$1.8BAssets managed
3,576Clients
68Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2120679
- Firm CRD
- 17870