David Baskin
David Baskin is a registered investment advisor at Cetera Investment Advisers LLC, based in Ponca City, OK, 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
400 E Central, Ste. 500, Ponca City, OK, 74602
Get directionsHistory
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 Activities
David is a partner in Sullivan Oil and Gas Properties and 5M Properties, and a partner in KGBLS, LLC. He is also a managing partner at Baskin & Hadley Financial Services, Inc. (nearly full-time) and president of Baskin Hadley & Associates, PC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations19 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.