David Mendenhall is a PFS-designated registered investment advisor, based in Corvallis, OR, with 26 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2334 NW Professional Drive, Corvallis, OR, 97330
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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 is involved in various business activities, including accounting/bookkeeping, real estate, fireworks displays, and tax preparation through multiple entities. He also works as an Equity Indexed Annuity Agent and spends nearly full-time as a partner at Tax & Wealth Management LLP.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations21 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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