Robert Alexander Davis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 02/2025
  Concourse Financial Group Securities
  Birmingham, AL
• 03/2015 → 02/2025
  Protective Life
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-15 → 2025-02-21
  Concourse Financial Group Securities, Inc.
  Covington, KY
  Birmingham, AL
  Birmingham, AL
  Walton, KY

Exams

• S66 Uniform Combined State Law Examination
  2024-02-15
• S63 Uniform Securities Agent State Law Examination
  2015-05-21

Other Names

• Rob Alexander Davis
• Robby Alexander Davis
• Robert Davis