Unclaimed Profile

Mark Eric Davis

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

Clean recordALLEN, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Eric Davis is a registered financial advisor based in THOMASVILLE, Georgia, affiliated with ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

AMB WEALTH, LLC

AUM

$848M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4275024

Firm CRD# 113106

View on FINRA BrokerCheck →

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

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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