David Mackey
David Mackey is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MO, with 8 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
Columbia, MO
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Regulatory History
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
David owns D. Todd Mackey, CPA, LLC, providing accounting and tax preparation services, taking nearly full-time hours. He is also an agent for Avantax Insurance Agency, LLC, with the ability to sell various annuity and insurance products, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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