David Troutman
David Troutman is a registered investment advisor at Cetera Investment Advisers LLC, based in Boardman, OH, with 21 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
63 Wildwood Dr, Boardman, OH, 44512
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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 sells life insurance, annuities, and long-term care through fixed insurance with various companies, dedicating a few hours per week. He also owns Troutman Financial Group, a DBA for securities and insurance business, and Troutman Financial Group, LLC, a financial services business, spending full-time hours on these ventures.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 states
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