David Krichevsky is a CFP-designated registered investment advisor, based in Beaverton, OR, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3720 SW 141st Avenue, Suite 200, Beaverton, OR, 97005
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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 equity indexed annuities through Avantax Insurance Agency/Services. He is also the President of Thales Inc., where he provides tax preparation and wealth management services, dedicating about a quarter of his time.
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
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
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