David Davis
David Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Summerville, SC, with 26 years of industry experience. David 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
210 Marymeade Drive, Summerville, SC, 29483
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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
David sells fixed insurance and variable contracts through REV Federal Credit Union Insurance Agency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Tower Square Securities, INC.Broker
New England SecuritiesBroker
Investment Management & Research, INCBroker
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.