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Davis Harrison

4 Years of Experience
Overland Park, KS
BrokerSells Insurance

Davis Harrison is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 4 years of industry experience. Davis 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

7500 College Blvd, Ste 800, Overland Park, KS, 66210

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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

Davis is an agent/broker for RF Brokerage and Co-Op Insurance Agency, focusing on fixed insurance sales, dedicating minimal time to each. Davis also coaches youth lacrosse and is a board member for the non-profit Keep the Spark Alive, spending a few hours per week on lacrosse and minimal time on the non-profit.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2021 - August 2023 · 1 yr 11 mos
Securian Financial Services, INC.Broker
July 2021 - August 2023 · 2 yrs 1 mo
State Registrations19 states
AZCACODCFLIAILKSKYMAMONMNVOHOKPAWAWIWY
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.
Davis Harrison - Financial Advisor | TrueAdvisor