Dennis Donovan
Dennis Donovan is a registered investment advisor at Cetera Investment Advisers LLC, based in Warrenton, VA, with 30 years of industry experience. Dennis 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
75 W Lee St Ste 102, Warrenton, VA, 20186
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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
Dennis is an independent insurance agent with Bowman Gaskins Financial Group, selling disability, life/accident/health, and long-term care insurance, dedicating about 10-20% of his time. He also owns commercial and residential real estate investment properties, spending minimal time on this. Additionally, Dennis is an independent P&C insurance agent and the treasurer for St. James Episcopal Church of Warrenton, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Ascend Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 states
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