Wayne Robert Davies
Investment adviser representative at Cetera Investment Advisers LLC
39 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCJul 2025 to now
- Wayne R. DaviesJan 2019 to now
- Walter J Conway EstateJan 2017 to now
- Self EmployedJul 1987 to now
- Drusilla M Reid EstateMar 2018 to May 2019
- Avantax Insurance Agency, LLCAug 1999 to Sep 2025
- H.D. Vest Advisory ServicesFeb 1998 to Jun 2019
- Avantax Advisory ServicesJan 1998 to Sep 2025
- Avantax Investment Services, Inc.Jul 1997 to Sep 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2920850
- Firm CRD
- 105644