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Detailed Report
AMANDA TRAYNOR DAVIS
MANDI TRAYNOR DAVIS, AMANDA SUE TRAYNOR, MANDI SUE TRAYNOR
CRD#: 6039070
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 3630 Peachtree Road, NE
Suite 300
Atlanta, GA 30326
Registration History
20122014201620182020202220242026IACREATIVE PLANNING (CRD# 105348)2020 - Present (4 years)IATRUEWEALTH MANAGEMENT (CRD# 111055)2012 - 2020 (8 years)
License(s)

State Registrations

IA
Georgia 10/28/2020
IA
Texas 8/29/2023
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
3630 Peachtree Road, NE Suite 300, Atlanta, GA 30326
Registered with this firm since 10/28/2020
Previous Registration(s)
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IA
 07/31/2012 - 10/08/2020 TRUEWEALTH MANAGEMENT (CRD#:111055) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.