Lauren Michael Davis
Investment adviser representative at Kestra Private Wealth Services, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.5BFirm assets
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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
Experience
25 years in the industry.
- Kestra Private Wealth Services, LLCAug 2023 to now
- Kestra Investment Services LLCAug 2023 to now
- Edwarsd JonesNov 2001 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 4480490
- Firm CRD
- 155193