Paul William 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

• 01/2015 → 12/2017
  Waddell & Reed Inc
  Columbia, SC
• 01/2015 → 12/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Columbia, SC
• 12/2017 → 10/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 12/2017 → 10/2023
  Bank Of America, N.A.
  Columbia, SC
• 10/2023 → Present
  South State Bank
  Columbia, SC
• 10/2023 → Present
  Lpl Financial
  Columbia, SC

Previous Registrations

• 2017-12-15 → 2023-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
  Columbia, SC
  Charleston, SC
  Columbia, SC
  Columbia, SC
• 2015-02-06 → 2017-11-20
  Waddell & Reed
  Columbia, SC
  Charlotte, NC

Other Businesses

1- 10/02/2023 - South State Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:10/2/2023 - 200 Hrs/Mth - 8 Hrs During Trading. 2) 07/15/2025 - BNI - Not Investment Related - Non-Profit Board Member - Columbia, Sc - Start Date:07/09/2025 - 3 Hrs/Mth - 3 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-05

Other Names

• Paul W Davis
• Paul William Davis
• Paul Davis