Donald Meyer
Donald Meyer is a registered investment advisor at Cetera Investment Advisers LLC, based in Portland, OR, with 38 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
1233 SE 122nd Avenue, Portland, OR, 97233
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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 is the President of Meyer Bookkeeping Inc, spending nearly full-time in tax preparation and accounting. He also dedicates about half his time to Cascade Tax Serv and minimal time to selling insurance products through Avantax.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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