DD
CFP
DD
CFP

Dennis Davis

30 Years of Experience
Tulsa, OK
BrokerSells Insurance

Dennis Davis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 30 years of industry experience. Dennis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4755 E 91st Street, Ste B, Tulsa, OK, 74137

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dennis is an independent insurance agent selling fixed insurance products and manages/supervises agents selling property and casualty insurance. He also sells insurance and investment products through Financial Advisor Network, LLC, and owns Davis Brokerage Inc. for expense management and DD Classic Cars for buying and selling classic cars.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 1998 - June 2021 · 23 yrs 5 mos
Voya Financial Advisors, INC.Broker
May 1997 - June 2021 · 24 yrs 1 mo
MML Investors Services, INC.Broker
August 1995 - April 1997 · 1 yr 8 mos
State Registrations36 states
ALARAZCACODCFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSNCNENMNVNYOHOKORTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.