David Davis (CRD# 3258604) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clinton, OK and has over 24 years of experience in the finance industry.
CRD# 2482972
Royal Fund Management, LLC
CRD# 1997495
Cetera Investment Advisers LLC
CRD# 6010722
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Clinton, OK | Jan 2014 - Current | 10 |
| Cetera Investment Services LLC | Clinton, OK | Jun 1999 - Current | 24 |
| First Bank & Trust | Memphis, TX | Mar 1987 - Current | 37 |
| Bank Of Cordell | Cordell, OK | Mar 1987 - Current | 37 |
| Bank Of Hydro | Hydro, OK | Mar 1987 - Current | 37 |
| Falcon Management Company | Clinton, OK | Mar 1987 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- OK
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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