Davis Gill
CFP®Professional Summary
Davis Gill, CFP®, who also goes by Davis Gill, Warren Davis Gill, is a registered financial advisor currently at THE JENKINS GROUP located in Albany, Georgia and LPL FINANCIAL LLC located in Albany, Georgia. Davis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Davis has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Davis Gill, Warren Davis Gill
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
THE JENKINS FINANCIAL GROUP, INC. | THE JENKINS GROUP | THE JENKINS FINANCIAL GROUP,INC. DBA THE JENKINS GROUP
Contact Information
Main Address
2327 Lake Park Drive, Albany, GA 31707Mailing Address
P.o. Box 70847, Albany, GA 31708Phone Number
(229) 883-8028# of Employees
5SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
458AUM (Assets Under Management)
$270,106,642Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
THE JENKINS FINANCIAL GROUP, INC. | THE JENKINS GROUP | THE JENKINS FINANCIAL GROUP,INC. DBA THE JENKINS GROUP
State Registrations and Notice Filings
(11/17/2020)
(1/22/2021)
(1/24/2022)
(3/8/2019)
(3/19/2019)
(1/2/2026)
(6/24/2024)
(11/1/2023)
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
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CRS (Client Relationship Summary) - RIA
Click below to view Davis Gill's CRS (Customer Relationship Summary).
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