David Johnson Dortch
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCMar 2025 to now
- Cetera Investment Services LLCMar 2025 to now
- Suntrust Advisory Services, Inc.Jan 2020 to now
- Suntrust Investment Services,inc.Jul 2018 to now
- Suntrust BankJun 2018 to now
- Fifth Third BankJun 2017 to May 2018
- Fifth Third SecuritiesMay 2014 to May 2017
- Fifth Third BankJan 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6361735
- Firm CRD
- 105644