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Daniel Texada

10 Years of Experience
Covington, LA
BrokerSells Insurance

Daniel Texada is a registered investment advisor at Cetera Investment Advisers LLC, based in Covington, LA, with 10 years of industry experience. Daniel 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

404 E Gibson St, Suite 2D, Covington, LA, 70433

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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 ActivitiesSells Insurance

Daniel sells fixed insurance products, including life, health, disability, annuities, and long-term care, with time commitment varying. He is also a registered representative for Texada Wealth Management, dedicating full-time hours, and is involved with Partners in Giving Charity and Texada Energy, LLC, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
December 2020 - Present · 5 yrs 7 mos
Cetera Advisors LLCBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
December 2020 - March 2024 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - December 2020 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - December 2020 · 5 yrs 7 mos
State Registrations10 states
ALCAFLLAMSNCNJOHTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.