David Lawrence Cushard
Investment adviser representative at Cetera Investment Advisers LLC
33 yearsExperience
1 stateRegistered in
ChFC®Designation
$256.8BFirm assets
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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
33 years in the industry.
- Allegiant Wealth StrategiesAug 2026 to now
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Cushard Holdings LLCFeb 2026 to now
- Honeycomb Wealth AdvisorsApr 2025 to now
- Commonwealth Financial NetworkApr 2025 to Apr 2026
- Ameriprise Financial Services, Inc.Jul 1993 to Apr 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 2391856
- Firm CRD
- 105644