David Grube is a ChFC-designated registered investment advisor, based in Allentown, PA, with 32 years of industry experience.
Location
1011 Brookside Road, Suite 275, Allentown, PA, 18106
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 ActivitiesSells Insurance
David owns a CPA practice focusing on tax planning and preparation, dedicating nearly full-time hours to it. He also works as an agent selling fixed life insurance through MacNamee Group for a few hours per week, and receives insurance renewal trails on life insurance sold prior to 2014.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations5 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.