TempS Davis IV- Financial Advisor Fayetteville, GA

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About Temp S Davis IV

Temp's primary focus is on the needs of his clients. He spends time getting to know his new clients and strives to help them uncover their life goals, risks and needs. These issues are then addressed in a comprehensive planning process. Whether you need help understanding how to turn your savings into a retirement income stream, options to manage IRA's and 401k's or mitigate a specific risk, Temp's insight and experience can bring clarity to otherwise murky waters. He earned his undergraduate degree, Bachelor of Science in Forest Resource Management, from the University of Georgia. Temp went on to complete his graduate work at Columbus State University earning a Master of Business Administration degree. He holds the following nationally recognized professional designations: Certified Funds Specialist and Certified College Planning Specialist. Temp and his wife Margaret reside in Senoia GA.

See Disclosures

General Information

No. of Employees

automated call

CRD#

4566515

Firm CRD#

168012

Name of Broker/Dealer

LPL Financial Inc

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Life, Health, Annuity, Accident, Casualty, Variable Annuity, Long Term Care, Variable Life, HMO

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

200000000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Commissions

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Integrated Financial Partners, and Integrated Financial Group are separate entities from LPL Financial.

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Paladin Research Report For:

Temp S Davis IV

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