Davin J Carey
Investment adviser representative at Cetera Planning Partners
19 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
19 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Planning PartnersMar 2021 to Sep 2026
- Ca Lending IncJan 2014 to May 2017
- Avantax Insurance Agency, LLCAug 2009 to Sep 2025
- Avantax Advisory ServicesJul 2008 to Sep 2025
- Carey & Hanna CpaDec 2007 to Dec 2020
- Carey & Hanna CpasDec 2007 to Nov 2020
- Avantax Investment Services, Inc.Aug 2007 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 5413012
- Firm CRD
- 129625