Unclaimed Profile

Julia Ann Davis

PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, Tennessee

Series 65Clean record22 years registeredPATTON ALBERTSON MILLER GROUP, LLC

605 CHESTNUT STREET, CHATTANOOGA, TN 37450CRD# 4783859Firm CRD# 281558

Profile Verification

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

Identity

Julia Ann Davis · CHATTANOOGA, TN

Registration

CRD #4783859 · PATTON ALBERTSON MILLER GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PATTON ALBERTSON MILLER GROUP, LLC

PATTON ALBERTSON MILLER GROUP, LLC

Apr 2019 – Jul 2022

Atlanta, GA

ANTHONY SMITH ADVISORS, INC.

Apr 2011 – Apr 2019

ATLANTA, GA

ANTHONY SMITH ADVISORS, INC.

Mar 2004 – Mar 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 31, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTON ALBERTSON MILLER GROUP, LLC

CRD 281558 · SEC 801-106877

AUM

$1.3B

Regulatory assets under management

Employees

1,545 client accounts

Services offered by PATTON ALBERTSON MILLER GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATTON ALBERTSON MILLER GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Julia Ann Davis offer?

Julia Ann Davis specializes in Financial Planning, Investment Management.

What are Julia Ann Davis's credentials?

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

Where is Julia Ann Davis located?

Julia Ann Davis is based in CHATTANOOGA, Tennessee, last registered with PATTON ALBERTSON MILLER GROUP, LLC.

How does Julia Ann Davis charge for services?

Julia Ann Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATTON ALBERTSON MILLER GROUP, LLC?

PATTON ALBERTSON MILLER GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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