David Schofield
David Schofield is a registered investment advisor at Cetera Investment Advisers LLC, based in Idaho Falls, ID, with 19 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
1858 E 1st St, Idaho Falls, ID, 83401
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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 an insurance agent selling various insurance products, including life, health, disability, long-term care, and annuities, through multiple businesses. He also owns rental properties and works as a financial professional, dedicating about a quarter of his time to Cornerstone Advisory Group.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
On Investment Management CO
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Securities America Advisors, INC.
Securities America, INC.Broker
Equity Services, INC.Broker
State Registrations8 states
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