Brian 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

• 10/2018 → Present
  Redbud Insurance Agency
  Kosciusko, MS
• 08/2015 → 10/2018
  The Citizens Bank Of Philadelphia
  Philadelphia, MS
• 10/2018 → Present
  Lpl Financial
  Kosciusko, MS

Other Businesses

1- 10/2025 / Redbud Financial Group / DBA for LPL Business (entity for LPL business) / investment related / at business location / start 10/01/2018 2- 10/2025 / Notary / Investment related / start 06/13/2019 3- 10/2025 / Brian Davis / Non-Variable Insurance / Investment related / 80 hrs mnth / 4 hrs during trading / start 10/01/2018 4- 10/2025 / Davis Tax Service, LLC / Business Entity For Tax Prep/Accounting/CPA / Investment Related / start 09/17/2023

Exams

• S66 Uniform Combined State Law Examination
  2025-12-27