Akil Davis (CRD# 5841161) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 13 years of experience in the finance industry.
CRD# 5753051
Commonwealth Financial Network
CRD# 2392486
Cwm, LLC
CRD# 4390840
Cherry Creek Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cfg Advisors | Omaha, NE | Dec 2022 - Current | 1 |
| Harris And Davis Financial Advisors | Omaha, NE | Oct 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2015 - Current | 9 |
| Oracle Financial Services | Omaha, NE | Jun 2014 - Oct 2018 | 4 |
| Principal Life Insurance Company | Omaha, NE | Apr 2014 - Apr 2015 | 1 |
| Princor Financial Services Corporation | Omaha, NE | Apr 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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