Osaic Wealth
41yrs
Top 1% by experience in Irving
41yrs
Earl Davidson
Full name on record: Earl Devaughn Davidson
Financial advisor at Cetera Investment Advisers
Earl Davidson has worked in the financial industry for 41 years and is a financial advisor based in Irving, Texas. After six years at Legacy Advisory Services, Earl joined Cetera Investment Advisers in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience41 years (since 1986)
How that compares ?Top advisor by experience in Irving
OfficeIrving, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- 2002 – 2007Legacy Advisory Services, Inc.Previously
Contact Earl
Irving, TXOffice · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Earl
Tailored to Earl’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Earl
How do I contact Earl?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Earl Davidson. Earl works from the Irving, TX office.
How long has Earl been a financial advisor?
Earl has been in the industry since 1986, about 41 years. Top advisor by experience in Irving.
What licenses does Earl hold?
Series 63. Tap any license on this page to see what it allows.
Is Earl a fiduciary?
Earl is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Earl paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Earl for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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