Donald Pickford
Donald Pickford is a registered investment advisor at Cetera Investment Advisers LLC, based in Temecula, CA, with 3 years of industry experience. Donald 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
44819 Mumm St, Temecula, CA, 92592
Get directionsHistory
Regulatory History (3)
Regulatory
March 2018Regulatory
July 2016Regulatory
December 2010Other Business ActivitiesSells Insurance
Donald sells life insurance and annuities as an insurance agent with various companies since 1997, dedicating a few hours per week. He also works as a telemarketer for Haupt Financial Group Inc. since 2021, spending minimal time making calls to existing clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations5 states
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