Unclaimed Profile

Mark Eric Davis

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC·THOMASVILLE, Georgia

SIE, Series 7, Series 14, Series 24, Series 63, Series 66CFP23 years registeredALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

135 SOUTH MADISON STREET, THOMASVILLE, GA 31792CRD# 4275024Firm CRD# 113106

Profile Verification

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

Identity

Mark Eric Davis · THOMASVILLE, GA

Registration

CRD #4275024 · ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PREMIER WEALTH PARTNERS, LLC

Oct 2025 – present

AMB WEALTH, LLC

Feb 2018 – present

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

Oct 2011 – present

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

Nov 2011 – Dec 2017

ST SIMONS, GA

WELLS FARGO ADVISORS, LLC

Jan 2008 – Oct 2011

ST. SIMONS ISLAND, GA

A. G. EDWARDS & SONS, INC.

May 2003 – Jan 2008

ST. SIMONS ISLAND, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 66

Registration record

First registered · May 19, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2014Customer Dispute·Settled

2011Customer Dispute·Award / Judgment

2011Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

CRD 113106 · SEC 801-60350

AUM

$848M

Regulatory assets under management

Employees

1,488 client accounts

Services offered by ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Eric Davis offer?

Mark Eric Davis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in THOMASVILLE, Georgia for a consultation.

What are Mark Eric Davis's credentials?

Mark Eric Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Eric Davis located?

Mark Eric Davis is based in THOMASVILLE, Georgia, working with ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC. Their office serves clients in the THOMASVILLE metropolitan area and surrounding communities.

How does Mark Eric Davis charge for services?

Mark Eric Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC?

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC has approximately 22 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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