Angela Leanne Davis
Investment adviser representative at LPL Financial LLC
17 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 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.
- Eastman Credit UnionMar 2018 to now
- LPL Financial LLCMar 2018 to now
- Suntrust Advisory Services, LLCNov 2016 to Feb 2018
- Suntrust Investment Services, IncNov 2016 to Feb 2018
- U.S. Bancorp Investments, Inc.Aug 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (NC, TN, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5710033
- Firm CRD
- 6413