Serena Lynette Davis
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
25 yearsExperience
3 statesRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Serena DavisJun 2021 to now
- United Planners' Financial Services of America A Limited PartnerJan 2018 to now
- Pacific Financial GroupJan 2018 to now
- United Planners Financial Services of AmericaJan 2018 to now
- Fixed InsuranceSep 2001 to now
- dba: Pacific Financial GroupJul 2001 to now
- Signator Investors, Inc.May 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4336839
- Firm CRD
- 20804