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David Deweese

17 Years of Experience
Tampa, FL
Broker

David Deweese is a registered investment advisor at Cetera Investment Advisers LLC, based in Tampa, FL, with 17 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

100 N Tampa St, Tampa, FL, 33602

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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

David is a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services. He also serves as a volunteer board member/treasurer for Cambridge Christian School, reviewing financial statements, dedicating minimal time to each role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
PNC Investments
May 2017 - December 2018 · 1 yr 7 mos
PNC InvestmentsBroker
May 2017 - December 2018 · 1 yr 7 mos
Suntrust Advisory Services, INC.
August 2016 - April 2017 · 8 mos
Suntrust Investment Services, INC.
August 2008 - December 2016 · 8 yrs 4 mos
Suntrust Investment Services, INC.Broker
July 2008 - April 2017 · 8 yrs 9 mos
State Registrations2 states
ALFL
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.