David Walther
David Walther is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, 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
1034 S Brentwood Blvd, Ste 2000, St Louis, MO, 63123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a CPA at Purk & Associates, PC, providing tax services full-time since 2010. He is also a financial advisor at Purk Advisors LLC, dedicating nearly full-time hours, and the president of Beta Theta St Louis Alumni Club, spending a few hours per week.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Walnut Street Securities, INC.
Summit Advisory Services, LLC
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Terra Securities CorporationBroker
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.