David
Meshulam

Cetera Advisor Networks LLC

CRD#1853136
Investment Advisor
in Los Angeles, CA
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 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

Yes

Office Location

3807 Wilshire Blvd Ste 1040
Los Angeles, CA 90010

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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 Meshulam Work History

David has 11 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks

2010 - 2012 (2 years)

Mass Mutual Life Insurance Company

2010 - 2012 (2 years)

Mml Investors Services Inc

2007 - 2010 (3 years)

Park Avenue Securities

2007 - 2010 (3 years)

Guardian Life Insurance Company Of America

Disclosures

David Meshulam has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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