DB
DB
David Briley is a registered investment advisor, based in Thibodaux, LA, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
406 W. 3rd Street, Thibodaux, LA, 70301
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
November 2010Other Business ActivitiesSells Insurance
David is a tax preparer/accountant and owner/sole proprietor since 1984, dedicating about half his time to accounting and tax services. He is also an independent insurance agent with Avantax Insurance Agency LLC, spending about 10-20% of his time on insurance services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Investment Services, INC.Broker
August 2012 - September 2025 · 13 yrs 1 mo
Avantax Advisory Services
August 2012 - September 2025 · 13 yrs 1 mo
Chase Investment Services CORP.
October 2010 - December 2010 · 2 mos
Chase Investment Services CORP.Broker
October 2010 - December 2010 · 2 mos
VALIC Financial Advisors, INC.
June 2010 - August 2010 · 2 mos
VALIC Financial Advisors, INC.Broker
June 2010 - August 2010 · 2 mos
Royal Alliance Associates, INC.
May 2006 - June 2010 · 4 yrs 1 mo
Royal Alliance Associates, INC.Broker
March 2006 - June 2010 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 2000 - March 2006 · 6 yrs 1 mo
State Registrations2 states
LAMS
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.
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