Lavaisha Davis

ELL WESS ADVISORS

Atlanta, GA 30363

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CRD#: 7548090

Professional summary

Lavaisha Davis is a registered financial advisor currently at ELL WESS ADVISORS located in Atlanta, Georgia.

Lavaisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lavaisha has worked at 2 firms 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.

Independent insurance agent receiving commissions from policy sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lavaisha 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

June 17, 2024 - Present

ELL WESS ADVISORS

Office #1: 270 17th St Nw Suite 4207, Atlanta, GA 30363

RIA

CRD#: 330466

Atlanta, GA

Past

May 19, 2022 - July 21, 2023

COMPASS RETIREMENT GROUP LLC

RIA

CRD#: 282420

ST. LOUIS, MO

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
(6/17/2024)

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: 3/25/2022

Uniform Investment Adviser Law Examination

Current Firm

ELL WESS ADVISORS

ELL WESS ADVISORS | ELL WESS ADVISORS, LLC

CRD#: 330466 / SEC#:

Georgia

Registered Investment Advisory firm - (6/17/2024 Approved)

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Contact information

Main Address

270 17th St Nw Suite 4207, Atlanta, GA 30363

Mailing Address

Phone number

(770) 313-8027

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 2,567,000

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.

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Lavaisha Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ELL WESS ADVISORS

COMPASS RETIREMENT GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2022

Current Firm

ELL WESS ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELL WESS ADVISORS

TRUST BUT VERIFY

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