Brandon Dalgarno
Brandon Dalgarno is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carlsbad, CA, with 19 years of industry experience. Brandon 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
2725 Jefferson Street, Suite 11, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is a Director of Financial Services at D.E. Financial Group, dedicating full-time hours to trading, analysis, client services, financial plan preparation, and client meetings. He also sells life insurance as an agent for Avantax Insurance Agency and/or Avantax Insurance Services, spending minimal time on this, and manages two LLCs related to his financial services business.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations16 states
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