Robert Davis
Robert Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Camp Springs, MD, with 27 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
5871 Allentown Road, Camp Springs, MD, 20746
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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 is a representative for Avantax Insurance Agency LLC selling equity indexed annuities, spending minimal time on this. He also provides tax preparation and accounting services through Davis & Ritter CPA's LLC and Davis Financial Services LLC, dedicating full-time hours to each, and manages a rental property.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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