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Darrell Avery

31 Years of Experience
Ewa Beach, HI
2 DisclosuresBroker

Darrell Avery is a registered investment advisor at Cetera Investment Advisers LLC, based in Ewa Beach, HI, with 31 years of industry experience. Darrell 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

91-1101 Keaunui Drive, Ewa Beach, HI, 96706

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2017
Customer Dispute
November 2013
Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2018 - Present · 8 yrs 1 mo
Cetera Investment Services LLCBroker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
December 2017 - February 2018 · 2 mos
Ameriprise Financial Services, INC.Broker
November 2017 - February 2018 · 3 mos
Bankoh Advisors
April 2005 - August 2017 · 12 yrs 4 mos
Bankoh Investment Services, INC.
January 2003 - May 2004 · 1 yr 4 mos
Bankoh Investment Services, INC.Broker
October 1994 - August 2017 · 22 yrs 10 mos
Pnmr Securities, INC.Broker
September 1994 - September 1994 · 0 mos
State Registrations4 states
AZCAHINV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Darrell Avery - Financial Advisor | TrueAdvisor