Latitude Advisors
39yrs
Top 5% by experience nationwide
43yrs
David Robert Frederick
Financial advisor at Cetera Investment Advisers
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience at Cetera Investment Advisers
Office259 Shoenfelt St, East Freedom, PA 16637
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- 2008 – 2012Pacific West Financial Consultants Inc.Previously
- 2005 – 2008Spire Wealth Management, LLCPreviously
- 2002 – 2005Grove Point Investments, LLCPreviously
- 1997 – 2002Harkins Investment Solutions, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Cetera Investment Advisers at 310-257-7880 and ask for David Robert Frederick. David works from the East Freedom, PA office.
How long has David been a financial advisor?
David has been in the industry since 1983, about 43 years. Top 1% by experience at Cetera Investment Advisers.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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