Unclaimed
Earl Davidson is a financial advisor at Cetera Investment Advisers LLC, located in Irving, Texas. Earl has been a registered representative since 1978 and has a long history in the financial services industry. Earl is experienced in portfolio management for both individuals and businesses, and also offers financial planning and pension consulting services. Earl is also a licensed insurance agent selling life, health, disability, fixed annuities and long-term care. Earl is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (IRVING TX)
TX
03/30/2001 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (IRVING TX)
SC
09/06/1995 - 03/29/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
01/05/1993 - 10/05/1995
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
07/29/1992 - 12/31/1992
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
GA
10/04/1989 - 08/06/1992
PFS INVESTMENTS INC. (DULUTH GA)
NA
02/19/1986 - 12/07/1988
CHERRYWOOD DEVELOPMENT TRUST, INC.
NA
08/29/1978 - 09/21/1982
SAFECO SECURITIES, INC.
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1978
Series 1 - Registered Representative Examination
BC
Issued 07/02/1975
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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