Antonio Davila
Antonio Davila is a registered investment advisor at Cetera Investment Advisers LLC, based in San Juan, PR, with 30 years of industry experience. Antonio 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
San Juan, PR
Get directionsHistory
Regulatory History (6)
Customer Dispute
November 2018Customer Dispute
December 2017Customer Dispute
October 2015Customer Dispute
October 2014Customer Dispute
May 2014Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Antonio is a shareholder in Pro Cuts Intl, selling beauty products, dedicating a few hours per week. He also works as an insurance agent selling life insurance and annuities, taking about 10-20% of his time, and is president of AG Financial Group, a DBA for life insurance and annuities, taking about 10-20% of his time. Additionally, Antonio performs administrative duties and rent collection for Santos Gonzales Property, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Salomon Smith Barney INC.Broker
Citicorp Financial Services CorporationBroker
Citicorp Financial Services CorporationBroker
Allmerica Investments, INC.Broker
State Registrations2 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.