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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alexander Davis is a financial advisor with Cetera Investment Advisers LLC. Scott has over 15 years of experience in the financial services industry. Scott provides financial planning and investment management services to individuals, families, businesses, and retirement plans. Scott is a Certified Financial Planner™ and a Chartered Financial Analyst®. Scott has a broad range of experience, having previously worked at CliftonLarsonAllen Wealth Advisors, LLC, CG Brokerage L.L.C. and Thrivent Investment Management Inc. Scott is committed to providing his clients with personalized service and helping them achieve their financial goals.
BLOOMINGTON, IL
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.
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2
IL
05/06/2024 - Present
Cetera Investment Advisers LLC (BLOOMINGTON IL)
IL
01/02/2013 - 09/30/2019
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Bloomington IL)
IL
06/25/2008 - 12/07/2012
CG BROKERAGE L.L.C. (PEORIA IL)
IL
11/20/2007 - 06/13/2008
THRIVENT INVESTMENT MANAGEMENT INC. (DECATUR IL)
BOTH
Issued 12/3/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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