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David Curtis Turner

Cetera Investment Advisers LLC

Dunedin, FL

CRD 6590759

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-19
FL RA APPROVED 2016-03-10
  • TX RA
    APPROVED
    Since 2023-01-19
  • FL RA
    APPROVED
    Since 2016-03-10

Branch Locations

1150 Achieva Way, Dunedin, FL 34698 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Achieva Credit Union Palm Harbor FL 06/2014 Present
Cetera Investment Services Llc St.CLoud MN 12/2015 Present
Cetera Investment Advisers Llc Palm Harbor FL 12/2015 Present
  • 06/2014 → Present
    Achieva Credit Union
    Palm Harbor, FL
  • 12/2015 → Present
    Cetera Investment Services Llc
    St.CLoud, MN
  • 12/2015 → Present
    Cetera Investment Advisers Llc
    Palm Harbor, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-29
  • S66 Uniform Combined State Law Examination
    2015-12-29
Designations
  • Certified Financial Planner
Other Names
  • Dave Curtis Turner
  • David Turner

View on SEC IAPD

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