Davis Patton Harrison
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Renaissance FinancialOct 2020 to now
- Minnesota Life Insurance CoOct 2020 to Aug 2023
- Securian Financial Services IncOct 2020 to Aug 2023
- Lancaster LiquorJun 2020 to Sep 2020
- VeorideSep 2018 to Apr 2020
- University of KansasAug 2017 to May 2021
- Jimmy JohnsJul 2017 to Feb 2019
- Rock&brewsMay 2017 to Jul 2017
- Corner Bakery CafeNov 2015 to Feb 2017
- Blue Valley North High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7309871
- Firm CRD
- 105644