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Dustin Slinkard

1 Year of Experience
Newport Beach, CA
BrokerSells Insurance

Dustin Slinkard is a registered investment advisor at Cetera Investment Advisers LLC, based in Newport Beach, CA, with 1 years of industry experience. Dustin 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
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Location

4001 Macarthur Blvd., 3rd Floor, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dustin works as a financial advisor at Tax & Financial Group, providing insurance, securities, and advisory services, dedicating full-time hours to this role. Dustin also owns an eBay store, spending minimal time listing items, managing sales, and handling customer service.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
State Registrations6 states
AZCAFLGAMDWA
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.
Dustin Slinkard - Financial Advisor | TrueAdvisor