![David Bornberg, financial advisor Cocoa FL](/img/ws/profile-blank-sq.png)
David Bornberg (CRD# 1807113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cocoa, FL and has over 26 years of experience in the finance industry.
![Brenda Abramski, financial advisor Cocoa FL](/img/ws/profile-blank-sq.png)
CRD# 5384856
Truist Advisory Services, Inc.
![David Allen, financial advisor Cocoa FL](/img/ws/profile-blank-sq.png)
CRD# 1210763
Kestra Advisory Services, LLC
![Mitchell Allen, financial advisor Cocoa FL](/img/ws/profile-blank-sq.png)
CRD# 6847163
Kestra Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2024 - Current | < 1 |
Cetera Advisors LLC | Denver, CO | Jan 2013 - Current | 11 |
Professional Benefits Group, Inc. | Melbourne, FL | Sep 1993 - Current | 30 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1998 |
- FL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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