David Kent Lashley

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

• 08/2009 → 09/2025
  Avantax Investment Services, Inc.
  Leonard, TX
• 12/2002 → Present
  D. Kent Lashley Cpa Pc
  Leonard, TX
• 11/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Leonard, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Leonard, TX
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) D Kent Lashley CPA PC~'NIR'~703-C US Hwy 69, P O Box 1245~Leonard~TX~75452~Tax Preparation/Accounting~Owner/Sole Proprietor~12/1/2002~160hrs~160hrs~Provide accounting bookkeeping tax preparation and payroll services|Gunter Chamber of Commerce~'NIR'~PO Box 830~Gunter~TX~75058~Club/Association Director/Officer~Other~2/1/2010~4hrs~0hrs~member only, participate in meetings, fundraising, & social events|Leonard Chamber of Commerce~'NIR'~PO Box 117~Leonard~TX~75452~Club/Association Director/Officer~Other~2/1/2003~1hrs~0hrs~member only, participate in chamber meetings and community / social events| 2) Gunter Chamber of Commerce; Other; Club/Association Director/Officer; NIR; 0; 02/01/2010; PO Box 830 Gunter TX 75058; member only, participate in meetings, fundraising, & social events 3) Leonard Chamber of Commerce; Other; Club/Association Director/Officer; NIR; 0; 02/01/2003; PO Box 117 Leonard TX 75452; member only, participate in chamber meetings and community / social events

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-12-04

Designations

• Personal Financial Specialist