Joseph Daniel Webster

Current Employers

Employment History

• 04/2021 → Present
  Davis & Associates Cpa Firm
  Baytown, TX
• 04/2016 → 04/2022
  Starbucks
  Houston, TX
• 09/2021 → 09/2025
  Avantax Investment Services Inc.
  Baytown, TX
• 09/2021 → 09/2025
  Avantax Advisory Services
  Baytown, TX
• 05/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Baytown, TX
• 06/2020 → 08/2020
  The Texas Financial Group
  Houston, TX
• 02/2023 → Present
  Integrated Tax And Wealth Strategies
  Baytown, TX
• 01/2024 → Present
  Avantax Planning Partners, Inc.
  Baytown, TX
• 01/2024 → Present
  Bcor Administrative Services Llc
  Baytown, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Baytown, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-09 → 2025-09-05
  Avantax Advisory Services
  Baytown, TX

Other Businesses

1)BCOR ADMINISTRATIVE SERVICES LLC POSITION: AFPC NATURE: Responsible for assigned household relationships and delivering client service expectations. Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients. Effectively communicate financial concepts to clients and make suitable recommendations. Assist or conduct client meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2707 W Baker Rd, Baytown TX 77521-2221, United States DESCRIPTION: Responsible for assigned household relationships and delivering client service expectations. Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients. Effectively communicate financial concepts to clients and make suitable recommendations. Assist or conduct client meetings.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-08

Designations

Other Names

• Joseph D Webster
• Joseph Webster