David Martin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Carmel, IN, with 14 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
11595 N Meridian St Ste 300, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved in numerous theatrical and entertainment activities, including performing, directing, and writing. He also works as a servicing advisor for Prosperity Advisors LLC, dedicating about a quarter of his time to managing client relationships and providing financial advice, and refers clients to a CPA at Prosperity Tax Center, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations30 states
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