DB
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David Biddle

13 Years of Experience
San Leon, TX
2 DisclosuresBroker

David Biddle is a registered investment advisor at Cetera Investment Advisers LLC, based in San Leon, TX, with 13 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

San Leon, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2020
Final
Financial
March 2020
Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2025 - Present · 5 mos
Cetera Advisors LLC
December 2025 - Present · 5 mos
Cetera Advisors LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
Edward Jones
July 2012 - October 2025 · 13 yrs 3 mos
Edward JonesBroker
April 2012 - October 2025 · 13 yrs 6 mos
State Registrations8 states
AKCAGAINLAMEMSTX
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.
David Biddle - Financial Advisor | TrueAdvisor