David Morley
David Morley is a registered investment advisor at Cetera Investment Advisers LLC, based in Enid, OK, with 25 years of industry experience. David 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
Firm Size
IM Fee
Assets Under Management
Location
5613 N Oakwood Rd, Enid, OK, 73703
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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 a registered representative for fixed insurance, though he hasn't sold products in years. He also provides tax services as President of Select Wealth Management, PC, dedicating about 10-20% of his time, and serves as treasurer for First Baptist Church.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
1st Global Capital CORP.Broker
State Registrations9 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.