Brendan Davis
Brendan Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 12 years of industry experience. Brendan 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
655 W Broadway 12th Fl, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brendan works as a salaried associate for GLH & C, providing financial services, dedicating full-time hours to this role. He also owns and manages rental properties and performs notarial duties, each requiring minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations20 states
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