John Davis
John Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Randolph, MA, with 44 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1093 N Main St Rear, Randolph, MA, 02368
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent selling fixed insurance products since 2007. He is also the President of Cahill Davis Insurance Agency, Inc. and owner of Cahill Davis Group, both involved in sales and service of insurance and securities products, taking up nearly all of John's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.Broker
The O.N. Equity Sales CompanyBroker
H.D. Vest Investment Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.