DV
CFP
DV
CFP

Damian Varela

10 Years of Experience
Fort Myers, FL
BrokerSells Insurance

Damian Varela is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 10 years of industry experience. Damian 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
Loading...

Location

12610 New Brittany Boulevard, Fort Myers, FL, 33907

Get directions

History

Regulatory History
Clean regulatory record

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

Damian holds a real estate license, though he doesn't actively use it, and is involved with several entities including Omni Financial Services and Omni Resource Group, where he sells fixed insurance products, dedicating about a quarter of his time to the former. He also participates in continuing education, manages expenses through Damian Varela Management LLC, provides bookkeeping for his wife's therapy business, and acts as a registered agent for Lucky Conch LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
March 2021 - August 2023 · 2 yrs 5 mos
Securian Financial Services, INC.Broker
March 2021 - August 2023 · 2 yrs 5 mos
Thrivent Investment Management INC.
August 2015 - March 2021 · 5 yrs 7 mos
Thrivent Investment Management INC.Broker
July 2015 - March 2021 · 5 yrs 8 mos
State Registrations8 states
CAFLGANYRISCVAWA
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.
Damian Varela - Financial Advisor | TrueAdvisor