DH
DH
David Hoffert is a registered investment advisor at Cetera Investment Advisers LLC, based in Lacey, WA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
4540 6th Avenue Se, Lacey, WA, 98503
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 6 mos
Cetera Investment Services LLC
November 2005 - Present · 20 yrs 8 mos
Cetera Investment Services LLCBroker
November 2005 - Present · 20 yrs 8 mos
Previous Registrations
Cetera Investment Services LLC
November 2005 - January 2014 · 8 yrs 2 mos
Metlife Securities INC.
November 2001 - November 2005 · 4 yrs
Metlife Securities INC.Broker
February 2001 - November 2005 · 4 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
February 2001 - November 2005 · 4 yrs 9 mos
State Registrations21 states
AKAZCACOFLIDILMNMOMSMTNCNHNVORPATNTXVTWAWY
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.