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ChFC
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ChFC

Akil Davis

15 Years of Experience
Omaha, NE
BrokerSells Insurance

Akil Davis is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 15 years of industry experience. Akil 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

9900 Nicholas St Ste 360, Omaha, NE, 68114

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Akil sells fixed insurance products including life, health, disability, long-term care, and property & casualty insurance, dedicating minimal time. He also engages in financial services through multiple entities and real estate investing, spending about a quarter of his time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2015 - Present · 11 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2015 - June 2023 · 7 yrs 10 mos
Princor Financial Services CorporationBroker
April 2014 - April 2015 · 1 yr
Fbl Marketing Services, LLCBroker
October 2010 - April 2014 · 3 yrs 6 mos
State Registrations19 states
AZCACOCTFLIAILKSMAMNMOMTNENYOKPASDTXWA
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.