David
Bretz

Cetera Advisor Networks LLC

CRD#3175043
Investment Advisor
in San Diego, CA
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About this Advisor

David Bretz is a certified financial planner in San Diego, California. Currently a registered financial advisor with Cetera Advisor Networks LLC, they have accumulated 19 years of professional experience in the financial advisory industry. Bretz has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Bretz is able to work with investors based out of California and Texas. Their career trajectory has included roles at Financial Network Investment Corporation and Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is headquartered in San Diego, California, and has 850 other brick-and-mortar locations across the United States. In total, Cetera Advisor Networks LLC oversees $21 billion in assets throughout 75,665 accounts and retains more than 1,890 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 59,013 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 25% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Cetera Advisor Networks LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3131 Camino Del Rio N Ste 380
San Diego, CA 92108

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

CA Average: $7,578,581,321
Total Number of Employees

1,767

CA Average: 43
Total Number of Accounts

71,503

CA Average: 3,727
Average Account Size

$253,124

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Bretz Work History

David has 19 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1999 - 2012 (13 years)

Financial Network Investment Corporation

Disclosures

David Bretz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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