Marcus Davis has been an investment adviser representative at First Advisors National since April 2026, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Marcus Davis’ longest registration was 1 year at Citigroup Global Markets Inc. (2004–2005). Before joining First Advisors National in 2026, Marcus Davis was registered through Citigroup Global Markets Inc.
- First Advisors National, LLCCurrent– present · under a yearWake Forest, NC · Adviser representative · Firm CRD 166212
- – · under a yearWake Forest, NC · Adviser representative · Firm CRD 166212
- Citigroup Global Markets Inc.– · 1 yearRaleigh, NC · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Marcus Davis is registered as an investment adviser representative in North Carolina, since April 2026.
- North CarolinaSince 23 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 13 June 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 23 April 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 2004 |
| Series 7 | General Securities Representative Examination | 18 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marcus Lee Davis
- CRD
- 4834340
- Firm
- First Advisors National · CRD 166212
- Office
- Wake Forest, NC
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Marcus Davis work?
Marcus Davis is an investment adviser representative registered through First Advisors National, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Marcus Davis a financial advisor?
Yes. Marcus Davis has a current investment-adviser registration in North Carolina, through First Advisors National since April 2026.
How many years of experience does Marcus Davis have?
Marcus Davis has 2 years in the financial industry, since April 2024, across 2 adviser firms.
What exams has Marcus Davis passed?
Marcus Davis has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 6TO and SIE. The earliest, the Series 7, was passed in September 2004.
Where did Marcus Davis work before First Advisors National?
Before First Advisors National, Marcus Davis was registered through Citigroup Global Markets Inc., October 2004 to December 2005.
Where is Marcus Davis based?
Marcus Davis’ registered office is in Wake Forest, NC.
Is Marcus Davis registered with FINRA?
No. Marcus Davis has no current broker registration.
How can I verify Marcus Davis’ record?
Search CRD 4834340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcus Davis’ full registration record.
