David Allred
David Allred is a registered investment advisor at Cetera Investment Advisers LLC, based in Ft. Worth, TX, 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
1300 E. Belknap, Ft. Worth, TX, 76102
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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 is an independent insurance agent since 1995 and also sells insurance products through Avantax Insurance Services. He also provides accounting services and tax preparation through David E. Allred, CPA, PC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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