Dana Harris wiltsey Stallings
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- First Allied Advisory Services, Inc.Sep 2020 to Sep 2022
- First Allied Securities, Inc.Sep 2020 to Sep 2022
- American Portfolios Financial Services, Inc.Aug 2012 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 4942231
- Firm CRD
- 105644