Daniel Deviney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  U.S. Global Brokerage Inc.
  San Antonio, TX
• 07/2007 → Present
  Deviney Financial Services
  Bulverde, TX
• 08/2007 → 09/2025
  Avantax Investment Services, Inc.
  Bulverde, TX
• 03/2017 → 09/2025
  Avantax Advisory Services
  Bulverde, TX
• 08/2008 → 09/2025
  Avantax Insurance Agency, Llc
  Belverde, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bulverde, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-03 → 2025-09-05
  Avantax Advisory Services
  Bulverde, TX
  Bulverde, TX
  Dallas, TX

Other Businesses

1) Bulverde Lions Club~1747 E Ammann Road~Bulverde~TX~78163~Other~Other~1/1/2008~4hrs~0hrs~lions club member 2) Bulverde/Spring Branch Area Chamber~30450 Cougar Bend Drive~Bulverde~TX~78163~Other~Other~2/1/2008~2hrs~0hrs~chamber of commerce member 3) Deviney Financial Services~33000 US Hwy 281 North, Suite 4~Bulverde~TX~78163~Business/Management Consulting~Accountant/Bookkeeper~7/24/2007~20hrs~0hrs~accounting/bookkeeping 4) Deviney Financial Services LLC~33000 U.S. Hwy 281 North, Suite 4~Bulverde~TX~78163~Business/Management Consulting~President~7/24/2007~80hrs~70hrs~Provide business, marketing, and management consulting 5) Medicare Supplement Insurance~33000 US 281 North, Suite 4~Bulverde~TX~78163~Independent Insurance Agent~Insurance Sales Agent~11/4/2011~4hrs~4hrs~Medicare Supplement plan sales. Appointments with:1)United of Omaha Life Insurance Co.(TX)2)Forethought Life Insurance Co. (TX) 6) Bulverde Baptist Church~1331 Bulverde Road~Bulverde~TX~78163~Other~Other~6/2/2019~15hrs~0hrs~Church member doing ministry, serving God 7) DEVINEY CPA, P.C. POSITION: Other NATURE: Accounting/Bookkeeping (No Tax Preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2007 ADDRESS: 32754 Stahl Lane, Bulverde TX 78163, United States DESCRIPTION: Wife's accounting practice

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-16
• S63 Uniform Securities Agent State Law Examination
  1995-07-05

Other Names

• Daniel Alton Deviney