DM
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David Martin

18 Years of Experience
Harrisburg, PA
BrokerSells Insurance

David Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Harrisburg, PA, with 18 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4345 Linglestown Rd, Harrisburg, PA, 17112

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David sells life, annuities, and property & casualty insurance. He is an insurance agent for Strock Insurance LLC since 2020, dedicating about a quarter of his time to selling property and casualty insurance, and life insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
April 2007 - Present · 19 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
August 2007 - June 2023 · 15 yrs 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
David Martin - Financial Advisor | TrueAdvisor