Blake DavidsonCRD Number: 5048395
Current Firm: Avantax Advisory Services
Blake Davidson (CRD# 5048395) is an Investment Advisor Representative working at Avantax Advisory Services in Houston, TX and has over 15 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Avantax Investment Services, Inc.||Houston, TX||Apr 2015 - Current||6|
|Avantax Advisory Services||Houston, TX||Apr 2015 - Current||6|
|Kenneth Capital||Houston, TX||Jun 1998 - Current||23|
|Power Research Inc.||Houston, TX||Feb 1994 - Current||27|
|H.d. Vest Advisory Services||Houston, TX||Mar 2006 - Apr 2015||9|
|H. D. Vest Investment Representative||Houston, TX||Oct 2005 - Apr 2015||9|
|Blake Davidson, Cpa||Houston, TX||Jun 1994 - Dec 2013||19|
|Blake Davidson Audio||Houston, TX||Jan 1990 - Dec 2013||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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