David Bott is a registered investment advisor, based in Oklahoma City, OK, with 26 years of industry experience.
Location
9212 N. Rockwell, Ste 117, Oklahoma City, OK, 73123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
David is a CPA providing tax preparation and accounting services, dedicating nearly full-time hours to this. He is also an agent with Avantax Insurance Agency, LLC and may sell various types of annuities, dedicating a few hours per week to this. David is also a strategic partner at Cochran Bell LLC, a trust manager for the Mary M. Bott Trust, and an owner/landlord of a farm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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