David Geci is a PFS-designated registered investment advisor, based in St. Mary'S, PA, with 23 years of industry experience.
Location
St. Mary'S, PA
Get directionsHistory
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 CPA and provides tax and accounting services, including owning Geci & Associates, P.C. and Penn Metal Stamping, Inc. He also sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services, and owns G & A Financial, LLC as a marketing name for his Avantax business.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 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.