Robert Davis
Robert Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Winter Park, FL, with 32 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
Firm Size
IM Fee
Assets Under Management
Location
505 N Park Ave Ste 201, Winter Park, FL, 32789
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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
Robert works as an independent insurance agent, selling fixed insurance products since 2012. This activity is nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Brokersxpress LLC
Brokersxpress LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
A. G. Edwards & Sons, INC.Broker
Quest Capital Strategies, INC.Broker
Lux Investor Services CorporationBroker
State Registrations6 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.