Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Landon Mills is an investment advisor representative at Cetera Investment Advisers LLC. David has been in the financial services industry since March 2009, starting his career at Securian Financial Services, Inc. David has a strong track record of providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, corporations, and pension plans. David's expertise includes financial planning, portfolio management, and investment management. He has a Series 66, Series 7, and SIE license. David is also a licensed insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
08/10/2023 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
03/09/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BOTH
Issued 06/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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