Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ray Duvall is a financial advisor currently registered with Cetera Investment Advisers LLC. David has been in the securities industry since 2007. Previously, David worked with VOYA FINANCIAL ADVISORS, INC. and WADDELL & REED, INC.. David holds the Series 66, Series 7 and SIE licenses. David is registered in multiple states, including Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Maine, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. David is also a registered Investment Advisor in Kansas and Texas. David specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans.
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
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (Wichita KS)
KS
07/11/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Wichita KS)
KS
05/02/2007 - 02/19/2008
WADDELL & REED, INC. (HAYS KS)
BOTH
Issued 5/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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