David Grookett
David Grookett is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, SC, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3321 Forest Drive, Suite 7, Columbia, SC, 29204
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business ActivitiesSells Insurance
David is a board member of NAIFA-South Carolina and co-trustee of a family trust. He is also an independent insurance agent selling fixed insurance products full-time, the owner of Milestone Wealth Advisors (DBA for securities, life insurance, and financial planning), and sells life settlements as an insurance agent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Reliastar Financial Marketing CORP.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.