Blake Kenneth Davidson

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

• 02/1994 → Present
  Power Research Inc
  Houston, TX
• 06/1998 → Present
  Kenneth Capital
  Houston, TX
• 04/2015 → 09/2025
  Avantax Investment Services, Inc.
  Houston, TX
• 04/2015 → 09/2025
  Avantax Advisory Services
  Houston, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-04-29 → 2025-09-05
  Avantax Advisory Services
  Houston, TX
• 2006-03-06 → 2015-04-09
  Avantax Advisory Services
  Houston, TX

Other Businesses

Kenneth Capital~'NIR'~6767 Portwest Drive, Ste 120~Houston~TX~77024~Tax Preparation/Accounting~President~6/1/1998~80hrs~60hrs~Provide accounting services to clients|Power Research Inc~'NIR'~6970 Portwest Drive, Ste 180~Houston~TX~77024~Accounting/Bookkeeping (No Tax Preparation)~Other~3/1/1994~80hrs~60hrs~Chief Financial officer for the company. I oversee the accounting and financial reporting functions for the company|

Exams

• S66 Uniform Combined State Law Examination
  2006-01-21

Designations

• Certified Financial Planner
• Personal Financial Specialist