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Dawn Demers

9 Years of Experience
Largo, FL
Broker

Dawn Demers is a registered investment advisor at Cetera Investment Advisers LLC, based in Largo, FL, with 9 years of industry experience. Dawn 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

12580 Seminole Blvd, Largo, FL, 33778

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dawn is the secretary on the board of directors for North Lake of Tarpon Springs Home Owners Association, dedicating a few hours per week. She also owns 50% of T3 Digital Media LLC DBA Rank Mountain, a website design and SEO services company, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2022 - Present · 4 yrs 2 mos
Cetera Investment Services LLCBroker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
July 2014 - March 2015 · 8 mos
Fifth Third Securities, INC.Broker
May 2011 - August 2012 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
July 2007 - February 2011 · 3 yrs 7 mos
State Registrations13 states
ALCODEFLMIMSNCOHTNUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.