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Amanda Davis Goepp

BSG SECURITIES
Atlanta, GA
·CRD# 8111264·1 year experience

Professional Summary

Amanda Davis Goepp, who also goes by Amanda Darlene Davis, Mandy Davis, Mandy Davis Goepp, is a registered financial advisor currently at BSG SECURITIES, LLC located in Atlanta, Georgia. Amanda is registered as a RR (Registered Representative) and started their career in finance in 2026. Amanda has worked at 1 firm and has passed the Series 99TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amanda Darlene Davis, Mandy Davis, Mandy Davis Goepp

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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 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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Years of Experience

1 years in the financial services industry

Current & Past Employments

BSG SECURITIES, LLC·CRD# 333747
BD
1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339
January 30, 2026 - Present

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Current Firm

BS
BSG SECURITIES, LLC

BSG SECURITIES, LLC

CRD#: 333747 / SEC#: 8-71298
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339

Mailing Address

1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339

Phone Number

(404) 844-4226

Established

Georgia since 10/15/2024

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (13 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BURKE, JON ROBERTFOUNDER35788
STELLING, ANDREW MITCHELLCEO/CCO5811997
GARDNER, ADAM DAVIDSENIOR VICE PRESIDENT6702488
AGERTON, DEBORAH LYNNFINOP/PFO/POO4460597

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2026About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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