Donovan A Davis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → Present
  Lpl Financial Llc
  Alexandria, LA

Other Businesses

1. 10/06/2006 - Reed Davis Investment Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 09/11/2014 - RDIG, LLC - 812 Versailles Blvd., Suite A Alexandria, LA 70303 - OTHER-LLC - TIME SPENT 1 HOUR PER MONTH - ALEXANDRIA, LA 3. 09/24/2021 - D.H.W. - Investment Related - 812 Versailles Blvd. Alexandria, LA 71303 - Real Estate Rental - Start Date: 03/02/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 2/27/2023 - Reed Davis Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2023 - 160 Hours Per Month/28 Hours During Securities Trading 5. 06/11/2023 - DavCo Farms - Not Investment Related - Louisiana - Business Entity For Tax/Investment Purposes Only - Timber Harvest - Start Date 01/16/2023 - 5 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2000-10-24

Designations

• Certified Financial Planner