David Tozer
David Tozer is a registered investment advisor at Cetera Investment Advisers LLC, based in Vacaville, CA, with 16 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
555 Mason Street Suite 245A, Vacaville, CA, 95688
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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 sells fixed insurance, including annuities, with various companies, dedicating a few hours per week. He also operates under the DBAs Santa Barbara Coastal Advisors and Tozer Wealth Management, and owns rental property and Tozer Enterprises for liability and tax purposes.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations34 states
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