Mark Eric Davis
CFP®Professional Summary
Mark Eric Davis, CFP® is a registered financial advisor currently at AMB WEALTH, LLC located in St Simons Island, Georgia and PREMIER WEALTH PARTNERS, LLC located in Summerville, South Carolina. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
PFS INVESTMENTS INC.
Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
PFS INVESTMENTS INC.
Current Firm
ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC
Contact Information
Main Address
135 South Madison Street, Thomasville, GA 31792Mailing Address
P.o. Box 1116, Thomasville, GA 31799-1116Phone Number
(866) 277-1500# of Employees
23SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,157AUM (Assets Under Management)
$1,074,797,415Similar Advisors
PFS INVESTMENTS INC.
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.
Similar Advisors
PFS INVESTMENTS INC.
Primary Firm SEC Registration
ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC
State Registrations and Notice Filings
(8/14/2025)
(3/22/2012)
(10/26/2011)
(2/26/2018)
(11/25/2025)
(3/26/2021)
(6/14/2016)
(2/3/2026)
(10/26/2011)
(6/6/2023)
(11/18/2024)
(3/2/2017)
(9/23/2025)
(11/30/2017)
(2/28/2025)
(3/3/2025)
(4/11/2013)
(2/21/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Eric Davis's CRS (Customer Relationship Summary).
Similar Advisors
PFS INVESTMENTS INC.
