David
Richardson
Cetera Investment Advisers LLC
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About this Advisor
David Richardson is a financial advisor based out of Woodland Hills, California with 2 years of relevant experience. Richardson is currently employed by Cetera Investment Advisers LLC. Richardson has gained experience at David M. Richardson, Cpa, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Richardson Financial, David Morris Richardson, : David Richardson, Paul Blanco + Assoc. Inc, Avantax Advisory Services, Citrus Grove Mortgage Lending, Richardson & Co Cpas, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Richardson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Cetera Investment Advisers LLC is a company operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 financial advisors. It oversees $33 billion in total assets between its 176,986 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC offers a diverse assortment of services, including 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. Fees for financial advisory services vary depending on which service is provided. However, fees charged by Cetera Investment Advisers LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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 Richardson Work History
David has been registered as a financial advisor for 2 years.*
: David Richardson
Paul Blanco + Assoc. Inc
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Richardson & Co Cpas
Richardson Financial
Avantax Insurance Agency, LLC
Citrus Grove Mortgage Lending
David Morris Richardson
Avantax Advisory Services
Avantax Investment Services, Inc
David M. Richardson, Cpa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Richardson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
Oklahoma City, OK
Yonkers, NY
Irvine, CA
Anaheim, CA
Athens, AL
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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