Irving, TX Office

William Poindexter is a financial advisor with Cetera in Irving, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been associated with various Cetera entities since 2024 and previously worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Earl Davidson is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2013. Outside of his advisory role, Davidson owns Legacy Advisors, an insurance marketing business, serves as an insurance agent selling various fixed insurance products, advises law firms on government benefits for the elderly, and is a board member of the Elder Care Academy. He also serves as president of the board of Kinwest Medical Clinic, which provides free medical services to the uninsured and impoverished. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, operating as a multi-manager platform with access to a range of investment strategies and program structures.