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Blake Kenneth Davidson

Investment adviser representative at Cetera Investment Advisers LLC
32 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$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

32 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Kenneth CapitalJun 1998 to now
  4. Power Research IncFeb 1994 to now
  5. Avantax Advisory ServicesApr 2015 to Sep 2025
  6. Avantax Investment Services, Inc.Apr 2015 to Sep 2025

Designations

  • CFP® certification
  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
5048395
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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