Best Investors Account Sign in

David Dale Davis

Cetera Investment Advisers LLC

Clinton, OK

Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-12
OK RA APPROVED 2014-01-21
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • OK RA
    APPROVED
    Since 2014-01-21

Branch Locations

501 Gary Blvd, Clinton, OK 73601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Bank & Trust Memphis TX 03/1987 Present
Bank Of Cordell Cordell OK 03/1987 Present
Bank Of Hydro Hydro OK 03/1987 Present
Falcon Management Company Clinton OK 03/1987 Present
Cetera Investment Services Llc Clinton OK 06/1999 Present
Cetera Investment Advisers Llc Clinton OK 01/2014 Present
  • 03/1987 → Present
    First Bank & Trust
    Memphis, TX
  • 03/1987 → Present
    Bank Of Cordell
    Cordell, OK
  • 03/1987 → Present
    Bank Of Hydro
    Hydro, OK
  • 03/1987 → Present
    Falcon Management Company
    Clinton, OK
  • 06/1999 → Present
    Cetera Investment Services Llc
    Clinton, OK
  • 01/2014 → Present
    Cetera Investment Advisers Llc
    Clinton, OK
Other Businesses

1.) SOLE PROPRIETOR- DAVID DALE DAVIS II CPA 8-1986 TO PRESENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-18
  • S66 Uniform Combined State Law Examination
    1999-08-18

View on SEC IAPD

Other Firms

GIBCO CAPITAL ADVISORS
DOMINION CAPITAL MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ROYAL FUND MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

Jason Allen Giblet
Makena Melrose Minton
KENNETH LYNN BAKER
DAKOTA CHAYSE BREWER
MITCHELL PAUL MCABEE
Mark Evan Miner
Jacob Matthew Stewart
DANIEL PAUL GARBARINO

Other Offices

GIBCO CAPITAL ADVISORS · CLINTON, OK
DOMINION CAPITAL MANAGEMENT, LLC · CLINTON, OK
EDWARD JONES · CLINTON, OK
STATE FARM INVESTMENT MANAGEMENT CORP. · Clinton, OK
ROYAL FUND MANAGEMENT, LLC · Clinton, OK
EDWARD JONES · Weatherford, OK
STATE FARM INVESTMENT MANAGEMENT CORP. · WEATHERFORD, OK
STATE FARM INVESTMENT MANAGEMENT CORP. · Weatherford, OK

More in Clinton, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor