DW
DW

David Wire

4 Years of Experience
Dallas, TX
Broker

David Wire is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 4 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Dallas, TX

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 Activities

David owns Wire Consulting Group, providing marketing and consulting services, dedicating full-time hours to this endeavor. He also works as an administrative assistant for Folino Tax & Financial Network, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2021 - Present · 5 yrs 3 mos
Cetera Wealth Services, LLC
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
State Registrations3 states
CANMTX
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.