David Pearson
David Pearson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Murray, UT, with 34 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
114 W Winchester Street, Suite 100, Murray, UT, 84107
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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 fixed insurance products (life, health, disability, annuities, long-term care) as an agent for various insurance companies. He also co-owns Pearson & Pearson, LLC, a real estate management/rental property business, and is a Vice President/Financial Professional for Peak Financial Network Solutions, spending nearly full-time hours on financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Beneficial Investment Services, INC.Broker
Cetera Advisor Networks LLC
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations12 states
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