Cetera Advisor Networks LLC
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About this Advisor
David Meshulam is an advisor based in Los Angeles, California. Currently a registered financial advisor at Cetera Advisor Networks LLC, Meshulam has 11 years of work experience. Meshulam maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Meshulam is registered to serve clients in California. Throughout their career, they have worked at Park Avenue Securities, Cetera Advisor Networks, Guardian Life Insurance Company Of America, Mass Mutual Life Insurance Company and Mml Investors Services Inc. Cetera Advisor Networks LLC is based out of Los Angeles, California, and operates out of 850 offices in the nation. In aggregate, Cetera Advisor Networks LLC manages $21 billion in assets throughout 75,665 accounts and employs more than 1,890 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 59,013 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 25% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable 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 Meshulam Work History
David has 11 years of experience.
Cetera Advisor Networks
Mass Mutual Life Insurance Company
Mml Investors Services Inc
Park Avenue Securities
Guardian Life Insurance Company Of America
David Meshulam has disclosures.
Please visit their SEC profile for more details.