Steven Davis is a CFP-designated registered investment advisor, based in Ogden, UT, with 37 years of industry experience.
Location
Ogden, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Steven owns and operates a ranch, is president of Steven Davis & Associates PC and Chase Accounting Services P.C., is an elected director for West Warren - Warren Water District, and sells insurance products. He dedicates about a quarter of his time to the ranch, about 10-20% of his time to each accounting firm, a few hours per week to the water district, and minimal time to insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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