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Laura Catherine Davis

Laura C. Davis

FINANCIAL LAB
Atlanta, GA 30312
Some features on this profile are disabled
CRD#: 6777575
Laura Catherine Davis

Professional summary

Laura Catherine Davis, CFP®, who also goes by Laura Catherine Hill, is a registered financial advisor currently at FINANCIAL LAB located in Atlanta, Georgia.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Laura has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Retirement Income Management
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Small Business Planning
Inheritance
Comprehensive Financial Planni...
Budgeting
Are you a "fiduciary"?
Yes

Aliases

Laura Catherine Hill

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.
Laura Davis is a Financial Coach. This activity accounts for approximately 20% of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Catherine 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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

May 25, 2023 - Present

FINANCIAL LAB

Office #1: 659 Auburn Avenue Ne #120, Atlanta, GA 30312
RIA
CRD#: 326483
Atlanta, GA
Past

August 2, 2022 - March 22, 2023

DEW WEALTH MANAGEMENT

RIA
CRD#: 114148
Chattahoochee, GA
Past

June 28, 2017 - September 16, 2022

CUTHBERT FINANCIAL GUIDANCE

RIA
CRD#: 130006
DECATUR, GA

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
Georgia
(5/25/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2017
Uniform Investment Adviser Law Examination

Current Firm

FL
FINANCIAL LAB
FINANCIAL LAB | FINANCIAL LABS, INC. | FINANCIAL LABS | FINANCIAL LAB INC.

CRD#: 326483 / SEC#:

Georgia
Registered Investment Advisory firm - (5/25/2023 Approved)
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Contact information

Main Address
659 Auburn Avenue Ne #120, Atlanta, GA 30312
Mailing Address
304 Mado Lane, Chattahoochee Hills, GA 30268
Phone number
(404) 552-2992
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 1,373,340

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.

Company Information

FINANCIAL LAB

CRD#: 326483Atlanta, GA 30312

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