David Evans
David Evans is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 39 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
12221 Merit Dr Ste 1760, Dallas, TX, 75251
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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
David sells life, health, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Protective Equity Services, INC.Broker
State Registrations26 states
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