David M Telles
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Kierland Financial GroupAug 2026 to now
- Telles Wealth AdvisorsMay 2026 to now
- Cetera Investment Advisers LLCFeb 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- United PlannersNov 2025 to Feb 2026
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Pfg AdvisorsNov 2023 to Feb 2026
- Securities America, Inc.Nov 2023 to Jun 2024
- Centaurus Financial Inc.Nov 2021 to Oct 2023
- Oneamerica SecuritiesJun 2019 to Jun 2021
- American United LifeMay 2019 to Feb 2026
- Voya Financial Advisors, Inc.Nov 2018 to Apr 2019
- Massachusetts Mutual Life Insurance CompanyMar 2017 to Nov 2018
- MML Investors Services, LLCMar 2017 to Nov 2018
- Msi Financial ServicesJul 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5898277
- Firm CRD
- 105644