Lee Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Lousiville, KY, with 1 years of industry experience. Lee 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
331 Townepark Circle #100, Lousiville, KY, 40243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee works as a tax preparer for DFS Tax, LLC, dedicating a few hours per week. He also works as an operations assistant for Davis Financial Services, Inc., spending about a quarter of his time managing support staff and client relations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
State Registrations1 state
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