Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Kenneth Davidson is a financial professional with over 18 years of experience in the industry. He is currently registered with Avantax Advisory Services as a Registered Representative. Blake is also a registered Investment Advisor Representative (IAR) for the firm. Prior to joining Avantax, Blake worked with HD VEST INVESTMENT SERVICES for over 9 years. He is a Series 66, Series 7 and SIE licensed representative. Blake has a diverse background in accounting and financial services. He is also a President of Kenneth Capital and Chief Financial Officer of Power Research Inc. Blake specializes in providing financial advice and services to a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
04/29/2015 - Present
Avantax Advisory Services (Houston TX)
TX
01/18/2006 - 04/09/2015
HD VEST INVESTMENT SERVICES (HOUSTON TX)
BOTH
Issued 01/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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