Laura Catherine Davis
CFP®Professional Summary
Laura Catherine Davis, CFP®, who also goes by Laura Catherine Hill, is a registered financial advisor currently at FINANCIAL LAB located in Decatur, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Tax Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Small Business Planning
- Inheritance
- Comprehensive Financial Planning
- Budgeting
Other Aliases
Laura Catherine Hill
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
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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.
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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
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AMERIPRISE FINANCIAL SERVICES, LLC
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Current Firm
FINANCIAL LAB | FINANCIAL LABS, INC. | FINANCIAL LABS | FINANCIAL LAB INC.
Contact Information
Main Address
215 Church Street #205, Decatur, GA 30030Mailing Address
304 Mado Lane, Chattahoochee Hills, GA 30268Phone Number
(404) 552-2992# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
10AUM (Assets Under Management)
$1,397,475Similar Advisors
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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.
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State Registrations and Notice Filings
(5/25/2023)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Laura Catherine Davis's CRS (Customer Relationship Summary).
Services Offered by Laura
- Retirement Income Management
- Tax Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Small Business Planning
- Inheritance
- Comprehensive Financial Planning
- Budgeting
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
