Anaii Davis
Anaii Davis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Las Vegas, NV, with 2 years of industry experience. Anaii 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
376 E. Warm Springs Road, Suite 265, Las Vegas, NV, 89119
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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 ActivitiesSells Insurance
Anaii operates under the DBA Genrock Wealth Management LLC, offering insurance products including life insurance, long-term care, disability, and fixed annuities. Anaii also works for Close Financial Services Inc. as an Associate Adviser, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations4 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
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