Anaii Hope Davis
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Genrock Wealth Management LLCNov 2024 to now
- Concourse Financial Group Securities IncAug 2023 to Feb 2025
- Close Financial Services IncAug 2023 to Nov 2024
- Revere Golf ClubMay 2022 to Oct 2023
- Lin-air HvacJun 2020 to May 2022
- Caption CallJan 2020 to Jun 2020
- University of Nevada Las VegasAug 2019 to May 2023
- Pop DrinksJul 2019 to Jan 2020
- Body SpaJun 2019 to Jun 2019
- UnemployedFeb 2019 to Jun 2019
- Life TimeMay 2018 to Feb 2019
- Silverado High SchoolAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7795339
- Firm CRD
- 105644