Cole David Edwards

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

• 08/2022 → 07/2026
  Protiviti Inc.
  Menlo Park, CA
• 07/2021 → 09/2021
  Park Place Partners, Inc.
  Irvine, CA
• 06/2018 → 05/2020
  Fpk Security And Investigations
  Valencia, CA
• 12/2019 → 12/2019
  Advantage Media Services, Inc.
  Valencia, CA
• 08/2018 → 12/2018
  California Lutheran University
  Thousand Oaks, CA
• 08/2014 → 05/2018
  Valencia High School
  Valencia, CA
• 08/2019 → 12/2019
  University Of Redlands
  Redlands, CA
• 06/2022 → 08/2022
  Foothill College
  Los Altos Hills, CA
• 09/2020 → 06/2022
  California Polytechnic State University
  San Luis Obispo, CA
• 02/2019 → 06/2019
  College Of The Canyons
  Santa Clarita, CA
• 02/2020 → 06/2020
  College Of The Canyons
  Santa Clarita, CA
• 07/2020 → 08/2020
  Unemployed
  Valencia, CA
• 10/2023 → Present
  Cole Edwards, Cpa
  Valencia, CA
• 03/2024 → 09/2025
  Avantax Investment Services Inc.
  Valencia, CA
• 03/2024 → 09/2025
  Avantax Advisory Services
  Valencia, CA
• 10/2023 → Present
  Cde Financial
  Valencia, CA
• 12/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Valencia, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Valencia, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-07-05 → 2025-09-05
  Avantax Advisory Services
  Valencia, CA
  Dallas, TX
  Valencia, CA

Other Businesses

1) COLE EDWARDS, CPA POSITION: Sole Proprietor NATURE: I perform tax preparation, bookkeeping, and consulting services for my clients. Consulting services include tax planning, corporate formation consulting, and business process consulting. I do no offer or provide any attest related services. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2023 ADDRESS: 29155 Mission Trial Lane, Valencia CA 91354, United States DESCRIPTION: Meet with clients, Tax preparation ,Bookkeeping, Consulting, Tax Planning 2) CDE FINANCIAL POSITION: Sole Proprietor NATURE: I perform tax preparation, bookkeeping, and consulting services for my clients. Consulting services include tax planning, corporate formation consulting, and business process consulting. I do no offer or provide any attest related services. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2023 ADDRESS: 23890 Copper Hill Dr, STE 121, Valencia CA 91354, United States DESCRIPTION: Top 5 responsibilities Meet with clients Tax preparation Bookkeeping Consulting Tax Planning

Exams

• S66 Uniform Combined State Law Examination
  2024-07-05

Other Names

• Cole D Edwards
• Cole Edwards