David Whiteside
David Whiteside is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 13 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 Wylderose Dr, Midlothian, VA, 23113
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Regulatory History (1)
Criminal
October 2018Other Business ActivitiesSells Insurance
David is a sports official for high school and NCAA games since 1994, dedicating about a few hours per week. David also works as an insurance agent since 1995, selling life, health, disability, fixed annuities, and long-term care insurance, which takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Oneamerica Securities, INC.Broker
Metlife Securities INC.Broker
State Registrations8 states
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
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