Donovan Weldon
Donovan Weldon is a registered investment advisor at Cetera Investment Advisers LLC, based in Beaumont, TX, with 3 years of industry experience. Donovan 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
3440 Eastex Freeway, Beaumont, TX, 77703
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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
Donovan is a manager of a holding company (now inactive), a board member for a Christian nonprofit, and an associate financial advisor for EKC Advisors, PLLC (full-time). He also sells Avantax-approved insurance products through Avantax Insurance Entities, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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