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David Briley is a registered investment advisor, based in New Orleans, LA, with 24 years of industry experience.
Location
880 West Commerce Road, Suite 404, New Orleans, LA, 70123
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 · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
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
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Exams
No exam information available for this advisor.