John Mottram
John Mottram is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 6 years of industry experience. John 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
14999 Preston Road, Ste 112-380, Dallas, TX, 75248
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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
John is a managing CPA at John L Mottram CPA LLC, providing tax services, and president of Stenson LLC, offering bookkeeping and payroll services. He also works as an agent for Avantax Insurance Agency, selling insurance and annuity products, dedicating minimal time to these insurance activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations5 states
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