Donald Presson
Donald Presson is a registered investment advisor at Cetera Investment Advisers LLC, based in Charlotte, NC, with 39 years of industry experience. Donald 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
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald sells fixed insurance products, including life, long-term care, and Medicare supplement, dedicating minimal time to this activity. He also serves on the endowment/planned giving committee for Sharon Presbyterian Church, spending a few hours per week assisting with planning giving matters.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Keogler, Morgan & Company, INC.Broker
A. G. Edwards & Sons, INC.Broker
Interstate/johnson Lane CorporationBroker
Ncnb Securities, INC.Broker
First Charlotte CorporationBroker
Wheat, First Securities, INC.Broker
State Registrations4 states
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