Cetera Advisor Networks LLC
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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
Years of Experience
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Cetera Advisor Networks LLC Brokerage Details
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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.
Cetera Advisor Networks LLC
Financial Network Investment Corporation
David Bretz has no disclosures.
Please visit their SEC profile for more details.