Samuel Davis
Samuel Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Nashville, TN, with 38 years of industry experience. Samuel 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
1645 Murfreesboro Road, Suite H, Nashville, TN, 37217
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2003Other Business ActivitiesSells Insurance
Samuel is involved in a variety of business activities, including real estate development, cybersecurity, tax preparation, and serving as a co-executor and administrator for estates. He also owns Venture Financial Group, through which he sells life and health insurance, and provides bookkeeping and tax services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Anchor National Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations5 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.