David Harrison
David Harrison is a registered investment advisor at Cetera Investment Advisers LLC, based in St George, UT, 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
491 North Bluff St Ste 301-D, St George, UT, 84770
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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 licensed insurance agent selling long-term care, medicare supplement, health, and annuity products, and also practices law in estate planning. He also works as a notary public and owns Brett Harrison Enterprises, Inc., a holding corporation for payroll and tax purposes, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations12 states
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