George V. Davis

L&L FINANCIAL SERVICES, LLP

MOBILE, AL 36606

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CRD#: 4486455

Professional summary

George Vestal Davis is a registered financial advisor currently at L&L FINANCIAL SERVICES, LLP located in Mobile, Alabama.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. George has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LAWRENCE & LAWRENCE, PC; NOT INVESTMENT RELATED; 316 BEL AIR BLVD, MOBILE, AL 36606; CPA FIRM; PARTNER; 07/18/1988; 183 HOURS PER MONTH; ALL DURING TRADING HOURS;PREPARATION OF INDIVIDUAL AND BUSINESS TAX RETURNS. THREE SIXTEEN, LLP; NOT INVESTMENT RELATED; 316 BEL AIR BLVD, MOBILE, AL 36606;FORMED TO HAVE PARTNERSHIP INTEREST IN VARIOUS BUSINESSES; PARTNER; 01/01/2000; LESS THAN 5 HOURS PER MONTH; ALL DURING TRADING HOURS; DUTIES INCLUDE ACCOUNTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Vestal Davis's 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

December 22, 1999 - Present

L&L FINANCIAL SERVICES, LLP

Office #1: 316 Bel Air Blvd. , Mobile, AL 36606

RIA

CRD#: 116243

MOBILE, AL

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.

Highlighted states indicate IAR registrations

IAR

Alabama
(1/14/2000)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/1999

Uniform Investment Adviser Law Examination

Current Firm

L&L FINANCIAL SERVICES, LLP

CRD#: 116243 / SEC#:

Alabama

Registered Investment Advisory firm - (1/14/2000 Approved)

Florida

Registered Investment Advisory firm - (10/30/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (10/30/2025 Terminated)

Mississippi

Registered Investment Advisory firm - (11/19/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

316 Bel Air Blvd. Suite 300, Mobile, AL 36606

Mailing Address

Phone number

(251) 476-3600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 9,500,000

Red Flags

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

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George V. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Vestal Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

L&L FINANCIAL SERVICES, LLP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/1999

Current Firm

L&L FINANCIAL SERVICES, LLP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

L&L FINANCIAL SERVICES, LLP

TRUST BUT VERIFY

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