David Kliber
David Kliber is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 28 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
Scottsdale, AZ
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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 fixed insurance products as an insurance agent since 1997, dedicating minimal time to this activity. He also works full-time as a financial advisor for Wilde Wealth Management Group and W Family Offices, and owns Kliber Wealth Management, LLC for expense management purposes.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations11 states
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