David Hansen is a registered investment advisor at Cetera Investment Advisers LLC, based in Penn Yan, NY, with 38 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
1 Keuka Business Park, Suite 122, Penn Yan, NY, 14527
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns and manages rental properties through Pennsylvania Yankee LLC and H F & P Corporation. He also works as a CPA, preparing tax returns, which takes about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations2 states
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