Kamella Lynn Davis
Investment adviser representative at Modern Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 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
- Seminars and workshops
Experience
17 years in the industry.
- Mutual Securities, Inc.Jun 2026 to now
- Modern Wealth Management, LLCMay 2026 to now
- Flaharty Asset Management LLCNov 2025 to now
- LPL Financial, LLCNov 2025 to May 2026
- UnemployedJun 2025 to Oct 2025
- Morgan StanleyJun 2022 to May 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2022
- Wells Fargo Advisors Financial Network, LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 2831913
- Firm CRD
- 324624