RD
RD

Robert Davis

39 Years of Experience
Olympia Fields, IL
BrokerSells Insurance

Robert Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Olympia Fields, IL, with 39 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

20200 Governors Drive Ste 106, Olympia Fields, IL, 60461

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert is the Owner and President of Robert Davis & Associates, a financial services firm, since 1995, and spends nearly full-time on it. He also works as an independent insurance agent selling fixed insurance products, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2017 - June 2021 · 4 yrs 1 mo
Voya Financial Advisors, INC.Broker
January 1998 - June 2021 · 23 yrs 5 mos
John Hancock Distributors, INC.Broker
June 1986 - July 1998 · 12 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
June 1986 - May 1997 · 10 yrs 11 mos
State Registrations12 states
AZDCFLGAILINMDMOMSNVTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.