DT
DT
David Telles is a registered investment advisor, based in Scottsdale, AZ, with 14 years of industry experience.
Location
7373 N Scottsdale Ste A-250, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (1)
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Criminal
August 2002Final Disposition
Other Business ActivitiesSells Insurance
David sells insurance through American United Life, dedicating a few hours per week to this activity. He is also an Investment Advisor Representative (IAR) with PFG Advisors and a financial advisor with Landings Financial Services, spending about a quarter of his time managing advisory clients and helping insure their lives and money.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 7 mos
Cetera Wealth Services, LLCBroker
February 2026 - Present · 7 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
November 2025 - November 2025 · 0 mos
Osaic Wealth, INC.Broker
June 2024 - November 2025 · 1 yr 5 mos
Pfg Advisors
November 2023 - December 2025 · 2 yrs 1 mo
Securities America, INC.Broker
November 2023 - June 2024 · 7 mos
Centaurus Financial, INC.Broker
November 2021 - October 2023 · 1 yr 11 mos
Centaurus Financial, INC.
November 2021 - October 2023 · 1 yr 11 mos
Oneamerica Securities, INC.
August 2019 - June 2021 · 1 yr 10 mos
Oneamerica Securities, INC.Broker
June 2019 - June 2021 · 2 yrs
Voya Financial Advisors, INC.Broker
November 2018 - April 2019 · 5 mos
MML Investors Services, LLCBroker
March 2017 - November 2018 · 1 yr 8 mos
Msi Financial Services, INC.Broker
May 2011 - March 2017 · 5 yrs 10 mos
State Registrations5 states
AZCATXVAWA
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.