Charles
Davidson
Lumature Wealth Partners, LLC
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About this Advisor
Charles Davidson is a financial advisor based out of Alpharetta, Georgia with 3 years of relevant experience. Davidson currently works for Lumature Wealth Partners, LLC. Their career trajectory has included roles at Cetera Advisor Networks LLC, Lumature Wealth Partners, LLC, Raymond James Financial Services, Inc, United Capital Financial Advisers, LLC, Suntrust Private Wealth and Merrill Lynch Pierce Fenner & Smith Inc. Davidson holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Georgia and Texas. Lumature Wealth Partners, LLC is a registered investment firm operating out of Alpharetta, GA. It handles $561 million in assets under management across its 2,255 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,255 client accounts, 44% are associated with high-net-worth clients who have more than $1 million in investable assets. Lumature Wealth Partners, LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fee types charged by Lumature Wealth Partners, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lumature Wealth Partners, LLC Brokerage Details
$561,198,312
14
2,255
$248,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Davidson Work History
Charles has been registered as a financial advisor for 3 years.*
Lumature Wealth Partners, LLC
Raymond James Financial Services, Inc
Cetera Advisor Networks LLC
United Capital Financial Advisers, LLC
Suntrust Private Wealth
Merrill Lynch Pierce Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lumature Wealth Partners, LLC
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Summerville, SC
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