Unclaimed Profile

Susan Marie Davis

JOYN ADVISORS, INC.·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredJOYN ADVISORS, INC.

1100 ABERNATHY ROAD, ATLANTA, GA 30328-5646CRD# 1693709Firm CRD# 106725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Marie Davis · ATLANTA, GA

Registration

CRD #1693709 · JOYN ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JOYN ADVISORS, INC.

BRIGHTER INVESTING, PB LLC

Nov 2019 – Feb 2026

ATLANTA, GA

SECURIAN FINANCIAL SERVICES, INC.

Aug 2007 – Oct 2018

ATLANTA, GA

GV FINANCIAL ADVISORS, INC.

Apr 2003 – Dec 2011

ATLANTA, GA

JOYN ADVISORS, INC.

Apr 2003 – Oct 2018

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · April 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOYN ADVISORS, INC.

CRD 106725 · SEC 801-39720

AUM

$1.4B

Regulatory assets under management

Employees

2,970 client accounts

Services offered by JOYN ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOYN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Susan Marie Davis offer?

Susan Marie Davis specializes in Financial Planning, Investment Management, Wealth Management.

What are Susan Marie Davis's credentials?

Susan Marie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Marie Davis located?

Susan Marie Davis is based in ATLANTA, Georgia, last registered with JOYN ADVISORS, INC..

How does Susan Marie Davis charge for services?

Susan Marie Davis's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOYN ADVISORS, INC.?

JOYN ADVISORS, INC. has approximately 38 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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