David Gene Clarke
Investment adviser representative at Cetera Investment Advisers LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you David Gene Clarke? Claim your profile
Contact this firm
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
25 years in the industry.
- Koberstein Clarke, LtdJan 2017 to now
- Cetera Investment Advisers LLCApr 2002 to now
- Cetera Financial Specialists LLCNov 2001 to now
- Clarke Cpa & Consulting, LtdJan 2001 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4480980
- Firm CRD
- 105644