Earl Davidson
Earl Davidson is a registered investment advisor at Cetera Investment Advisers LLC, based in Irving, TX, with 43 years of industry experience. Earl 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
Irving, TX
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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
Earl owns Legacy Advisors, an insurance marketing business, and also works as an insurance agent selling various insurance products, dedicating a few hours per week to each. He also advises law firms on government benefits for the elderly, is a board member for Elder Care Academy, owner of Irving Retirement Forum, president of the board for Kinwest Medical Clinic, and a notary public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Southwest Securities, INC.Broker
Brokers Transaction Services, INC.Broker
PFS Investments INC.Broker
Cherrywood Development Trust, INC.Broker
Safeco Securities, INC.Broker
State Registrations6 states
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