Dawn Demers (CRD# 5327883) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Largo, FL and has over 16 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Palm Harbor, FL | Jun 2022 - Current | 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Aug 2019 - Current | 4 |
| Achieva Credit Union | Palm Harbor, FL | Feb 2018 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Trinity, FL | Nov 2016 - Feb 2018 | 1 |
| T3 Digital Media Llc Dba Rank Mountain Dba Z Rad Dba Seopro Mark | Palm Harbor, FL | Nov 2010 - Feb 2018 | 7 |
| Palm Harbor Middle School Ptsa | Palm Harbor, FL | Aug 2013 - Feb 2017 | 3 |
| Pampered Chef | Palm Harbor, FL | Oct 2014 - Dec 2016 | 2 |
| Wells Fargo Advisors, LLC | Trinity, FL | Aug 2015 - Nov 2016 | 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jun 2014 - Mar 2015 | < 1 |
| Suntrustbank | Palm Harbor, FL | Nov 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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