Kamella L. Davis

FLAHARTY ASSET MANAGEMENT

CLEARWATER, FL 33759

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CRD#: 2831913

Professional summary

Kamella Lynn Davis, who also goes by Kamella Lynn Johnson, is a registered financial advisor currently at FLAHARTY ASSET MANAGEMENT, LLC located in Clearwater, Florida and LPL FINANCIAL LLC located in Clearwater, Florida.

Kamella is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kamella has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kamella Lynn Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamella Lynn Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2026 - Present

FLAHARTY ASSET MANAGEMENT, LLC

Office #1: 311 Park Place Blvd. Suite 150, Clearwater, FL 33759

RIA

CRD#: 168495

CLEARWATER, FL

Current

November 14, 2025 - Present

LPL FINANCIAL LLC

Office #1: 311 Park Place Blvd, Ste 150, Clearwater, FL 33759

RIA

CRD#: 6413

CLEARWATER, FL

Past

August 8, 2022 - June 10, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Tampa, FL

Past

August 8, 2022 - June 10, 2025

MORGAN STANLEY

CRD#: 149777

Tampa, FL

Past

April 15, 2014 - June 8, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. LOUIS, MO

Past

April 15, 2014 - June 8, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 8, 2009 - April 8, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

ST. LOUIS, MO

Past

May 8, 2009 - April 8, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

March 12, 2008 - March 11, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ST LOUIS, MO

Past

November 14, 2006 - March 11, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ST. LOUIS, MO

Past

July 8, 1997 - October 25, 2006

EDWARD JONES

CRD#: 250

ST LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FLAHARTY ASSET MANAGEMENT, LLC

CRD#: 168495 / SEC#: 801-78437

RIA

Registered Investment Advisory firm - (8/27/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/14/2025)

Arizona
(11/14/2025)

Arkansas
(11/14/2025)

California
(11/14/2025)

Colorado
(11/14/2025)

Connecticut
(11/14/2025)

Delaware
(11/14/2025)

District of Columbia
(11/14/2025)

Florida
(11/14/2025)

IAR

Florida
(1/8/2026)

Georgia
(11/14/2025)

Idaho
(11/14/2025)

Illinois
(11/14/2025)

Kansas
(11/14/2025)

Kentucky
(11/14/2025)

Louisiana
(11/14/2025)

Maine
(11/14/2025)

Maryland
(11/14/2025)

Massachusetts
(11/14/2025)

Michigan
(11/14/2025)

Minnesota
(11/14/2025)

Mississippi
(11/14/2025)

Missouri
(11/14/2025)

Montana
(11/14/2025)

Nevada
(11/14/2025)

New Jersey
(11/14/2025)

New Mexico
(11/14/2025)

New York
(11/14/2025)

North Carolina
(11/18/2025)

Ohio
(11/16/2025)

Oklahoma
(11/14/2025)

Oregon
(11/14/2025)

Pennsylvania
(11/14/2025)

Rhode Island
(11/14/2025)

South Carolina
(11/14/2025)

Tennessee
(11/14/2025)

Texas
(11/14/2025)

Utah
(11/14/2025)

Vermont
(11/14/2025)

Virginia
(11/14/2025)

Washington
(11/14/2025)

West Virginia
(11/14/2025)

Wisconsin
(11/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/22/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/7/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 2/18/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/27/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FLAHARTY ASSET MANAGEMENT, LLC

CRD#: 168495 / SEC#: 801-78437

RIA

Registered Investment Advisory firm - (8/27/2013 Approved)

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Contact information

Main Address

311 Park Place Blvd. Suite 150, Clearwater, FL 33759

Mailing Address

Phone number

(727) 252-1050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/28/2025)

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,121
AUM (Assets Under Management)	$ 809,577,048

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kamella L. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamella Lynn Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

FLAHARTY ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2008

Series 63

Date: 7/29/1997

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 12/22/2011

Series 7

Date: 7/7/1997

Series 9

Date: 2/18/2000

Series 10

Date: 1/27/2000

Series 24

Date: 12/22/1999

FINRA

Current Firm

FLAHARTY ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLAHARTY ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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