Crystal Davis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bowie, MD, with 15 years of industry experience. Crystal is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Bowie, MD
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
Crystal edits publications, is a director/officer at Davis & Ritter CPA's LLC (full-time), and serves as a property manager liaison. She is also the president of Davis Financial Services LLC, providing tax preparation and business consulting (full-time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 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.
Exams
More Advisors
- Loren Glaser, CFPWesbanco Securities, INC.
- Ernest Burley, CFP, ChFCLPL Financial LLC
- Dennis Oparaugo, CFPCharles Schwab & CO., INC.
- Brian Maclean, CFPCommonwealth Financial Network
- Rochelle Brown, CFPEdward Jones
- William Gaines, CFPWidmann Financial Services