David Perrott is a CFP-designated registered investment advisor, based in Urbandale, IA, with 7 years of industry experience.
Location
2900 100th St, St 301, Urbandale, IA, 50322
Get directionsHistory
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 is involved in fixed insurance sales through Guide Financial Group and SAMA Fixed Insurance, and also works as an independent contractor for Pattern Life. He dedicates about a quarter of his time to Pattern Life, a few hours per week to Guide Financial Group and SAMA Fixed Insurance, and minimal time to Boersma Insurance Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations19 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.