DK
PFS
DK
PFS

Douglas King

27 Years of Experience
Dallastown, PA
BrokerSells Insurance

Douglas King is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallastown, PA, with 27 years of industry experience. Douglas 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

130 East Main Street, Dallastown, PA, 17313

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Douglas is a managing partner at King & Associates CPA, PC, focusing on tax preparation and accounting, which takes nearly full-time. He is also an agent with Avantax Insurance Agency LLC and sells equity indexed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2016 - September 2025 · 9 yrs 4 mos
Avantax Investment Services, INC.Broker
January 1999 - September 2025 · 26 yrs 8 mos
State Registrations7 states
ALDEFLMDNCOHPA
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.