Donovan Ray Weldon
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Ekc Advisors, LLPMay 2022 to now
- Ekc Advisors, PllcMay 2022 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesAug 2024 to Sep 2025
- Avantax Advisory ServicesJun 2022 to Sep 2025
- Avantax Investment Services Inc.Jun 2022 to Sep 2025
- UnemployedFeb 2022 to Apr 2022
- Amper, LLCJun 2019 to Jan 2022
- Tas Environmental Services LPAug 2018 to Jul 2019
- Donovan IndustrialJul 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7558850
- Firm CRD
- 105644