David Wurster
David Wurster is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Myrtle Beach, SC, with 20 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
1293 Professional Drive, Suite D, Myrtle Beach, SC, 29577
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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 owns Palmetto Coast Capital LLC, where he sells fixed insurance products and uses it as a DBA to market his investment advisory and securities practice, spending about a quarter of his time on this. He also works as a college funding planner and an insurance agent selling fixed life insurance, LTC, disability medical supp, and fixed annuities, dedicating a few hours per week to each. David also works as a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
State Registrations19 states
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