Blake Davidson, financial advisor Houston TX

Blake Davidson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Blake K. Davidson
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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