Bailey Davis
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 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
10 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Renaissance FinancialSep 2021 to now
- Minnesota Life Insurance CoSep 2021 to Aug 2023
- Securian Financial Services IncSep 2021 to Aug 2023
- Hantz Financial ServicesMar 2020 to Sep 2021
- General Nutrition CenterMay 2019 to Sep 2019
- Cottage InnJan 2018 to May 2019
- National Services GroupFeb 2017 to Oct 2017
- Central Michigan UniversityAug 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7241791
- Firm CRD
- 105644