Robert Lee 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

• 09/1998 → 09/2025
  Avantax Investment Services, Inc.
  Camp Springs, MD
• 09/2007 → 09/2025
  Avantax Advisory Services
  Camp Springs, MD
• 01/2000 → Present
  From The Heart Church Ministries
  Suitaland, MD
• 06/2004 → 09/2025
  Avantax Insurance Agency, Llc
  Camp Springs, MD
• 01/2024 → Present
  Davis Financial Services Llc
  Camp Springs, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Camp Springs, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-09-10 → 2025-09-05
  Avantax Advisory Services
  Camp Springs, MD

Other Businesses

1) Davis & Ritter CPA's LLC 5871 Allentown Road~Camp Springs~MD~20745~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2005~160hrs~0hrs~Tax Preparation / Accounting Services| 2) PROPERTY RENTAL POSITION: Owner NATURE: Rental of residential property to tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 304 Thebes Lane, Upper Marlboro MD 20774, United States DESCRIPTION: Management of rental property via management rental company. 3) DAVIS FINANCIAL SERVICES LLC POSITION: Vice President NATURE: Tax Preparation, Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 5871 Allentown Rd, Camp Springs MD 20746, United States DESCRIPTION: Prepare tax returns for individuals, businesses and estates

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-11
• S63 Uniform Securities Agent State Law Examination
  1998-12-14

Other Names

• Robert Lee Davis