Mark Eric Davis

CFP

Premier Wealth Partners, LLC

25 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Insurance Planning

Premier Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

182 clients

Average Client Portfolio

$458K average

Assets Under Management

$83.4M

Location

60 Cinema Lane, Suite 250, St. Simons Island, GA, 31522

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2014

Settled

Employment Separation After Allegations

September 2011

Customer Dispute

May 2011

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Mark works as a financial advisor at Allen, Mooney & Barnes Investment Advisors, LLC, dedicating about half of his time. He is also a passive investor in Southern Hospitality, a hotel operation, which requires minimal time.