Blake Davidson
Blake Davidson is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 20 years of industry experience. Blake 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
6767 Portwest Drive, Ste 120, Houston, TX, 77024
Get directionsHistory
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 Activities
Blake provides accounting services to clients through Kenneth Capital, where he is President, and also serves as Chief Financial Officer for Power Research Inc, overseeing accounting and financial reporting. These activities each take about half of Blake's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations7 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.