Donald Leon Presson

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. SOLICITS ANNUITIES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 02/06/2013, APX NUMBER OF HOURS PER WEEK: <1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, LONG TERM CARE, AND MEDICARE SUPPLEMENT; 3. NAME OF OTHER BUSINESS: SHARON PRESBYTERIAN CHURCH, INVESTMENT RELATED: NO, ADDRESS: 5201 SHARON RD. CHARLOTTE, NC 28210, NATURE OF BUSINESS: ENDOWMENT/PLANNED GIVING COMMITTEE, START DATE: 01/01/2013, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: COMMITTEE MEMBER, ASSISTS 6 OTHER MEMBERS WITH MATTERS OF PLANNING GIVING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-10-31
• S63 Uniform Securities Agent State Law Examination
  1986-10-22

Other Names

• Don Presson