Daniel
Texada

Cetera Advisors LLC

CRD#5549462
Investment Advisor
in Covington, LA

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About this Advisor

Daniel Texada is a financial advisor operating out of Covington, Louisiana with 3 years of relevant experience. Texada works at Cetera Advisors LLC. Texada has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Smith And Nephew, Arbor Lending Group, LLC, Bank Of America, N.A, Cetera Advisors LLC, Texada Wealth Management and Arbor Lending Group LLC. Texada has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Louisiana and Texas. Cetera Advisors LLC is an advisory firm operating out of Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 employees. It administers $21 billion in assets under management among its 90,646 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 294 charitable organizations. Of its 90,646 customer accounts, 26% are associated with high-net-worth investors who have at least $1 million in investable assets. Cetera Advisors LLC provides a number of services, such as 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. Financial advisory fees are based on the services provided. However, fees billed by Cetera Advisors LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

404 E Gibson St, Suite 2D
Covington, LA 70433

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

LA Average: $2,349,664,866
Total Number of Employees

1,047

LA Average: 28
Total Number of Accounts

90,646

LA Average: 1,101
Average Account Size

$234,185

LA Average: $2,134,119

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

Daniel Texada Work History

Daniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cetera Advisors LLC

2020 - Present (4 years)

Texada Wealth Management

2021 - 2021 (< 1 year)

Arbor Lending Group LLC

2015 - 2020 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2020 (5 years)

Bank Of America, N.A

2014 - 2015 (1 year)

Smith And Nephew

2012 - 2014 (2 years)

Arbor Lending Group, LLC

*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 Daniel Texada 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 Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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