Douglas Ried Daniels
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Unified Financial PlanningJan 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCFeb 2021 to now
- Peak Financial Network SolutionsFeb 2021 to now
- UnemployedDec 2020 to Feb 2021
- Cuso Financial Services, LPSep 2017 to Dec 2020
- Deseret First Credit UnionSep 2017 to Dec 2020
- LPL Financial LLCSep 2015 to Aug 2017
- Zions BankSep 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NV, UT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2018839
- Firm CRD
- 105644