David Dickson Taylor

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

• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2008 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Jefferson Township
  Bellville, OH
• 06/1982 → Present
  David D. Taylor Cpa
  Bellville, OH

Other Businesses

1)GENERAL PARTNER IN BUSINESS LOCATION OF GEN. PARTNERSHIP, TAX & ACCTG PRAC-OWNER /PRES SINCE 80-OWNER/MANAGER-40HR/WK; 2) JEFFERSON TOWNSHIP, OHIO, NOT INV REL, FISCAL OFFICER, NON-VOTING MEMBER OF MUNICIPAL BOARD, PREPRE BUDGETS, PAY INVOICES, RECONCILING BANK ACCTS, TAKE MINUTES AT SEMI-MONTHLY MTGS, 3H/WK, SINCE 02/2007; 3) NAME OF OTHER BUSINESS: JEFFERSON TOWNSHIP INVESTMENT RELATED: NO, ADDRESS: 115 MAIN ST, BELLVILLE, OH 44813, NATURE OF BUSINESS: CIVIC, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: ADMINISTRATOR, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: SUPERVISION OF ROAD DEPT AND FIRE DEPT;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-22