David Odell
David Odell is a registered investment advisor at Cetera Investment Advisers LLC, based in Shorewood, IL, with 32 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
621 Rollingwood Dr, Shorewood, IL, 60404
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Customer Dispute
September 2002Other Business ActivitiesSells Insurance
David is a trustee for two family charitable funds, spending minimal time on each per month. He also sells fixed insurance products, including life insurance, annuities, and long-term care, and is a part owner of Delco Financial Services, Inc., where he spends full-time hours on financial services and insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Securities Service Network, INC.Broker
Securities America, INC.Broker
State Registrations28 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.