David Morris Richardson
Investment adviser representative at Cetera Investment Advisers LLC
48 yearsExperience
1 stateRegistered 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
48 years in the industry.
- : David RichardsonDec 2022 to now
- Paul Blanco + Assoc. IncDec 2022 to now
- Cetera Investment Advisers LLCJul 2021 to now
- Cetera Financial Specialists LLCJul 2021 to now
- Richardson & Co CpasJan 2017 to now
- Richardson FinancialJun 2014 to now
- Avantax Insurance Agency, LLCFeb 2016 to Jun 2021
- Citrus Grove Mortgage LendingJan 2012 to Mar 2021
- David Morris RichardsonJun 2010 to Dec 2022
- Avantax Advisory ServicesJan 2005 to Jun 2021
- Avantax Investment Services, Inc.Dec 1999 to Jun 2021
- David M. Richardson, CpaAug 1978 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4103524
- Firm CRD
- 105644