Tara Y Davis
Investment adviser representative at LPL Financial LLC
7 yearsExperience
2 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
7 years in the industry.
- LPL Financial LLCAug 2022 to now
- Vystart Credit UnionAug 2022 to now
- Vacation TimeMay 2022 to Aug 2022
- Bank of America, N.A.Oct 2020 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Feb 2022
- Tyd Consulting LLCMay 2020 to Aug 2020
- Regions BankSep 2019 to May 2020
- Synovus BankNov 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 7289625
- Firm CRD
- 6413