Noah S Davis
Investment adviser representative at LPL Financial LLC
9 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
9 years in the industry.
- LPL Financial LLCNov 2021 to now
- Ubc Wealth ManagementAug 2021 to now
- The Union Bank CompanyNov 2021 to Apr 2025
- The Northwestern Mutual Life Insurance Co.Jan 2021 to Jul 2021
- The Ohio State UniversityAug 2018 to May 2022
- Cellars Auto BodyOct 2016 to Aug 2020
- Elida Local SchoolsJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
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
- 7309648
- Firm CRD
- 6413