ChooseAFinancialAdvisor.com
Advisors / Texas / Sugar Land
34yrs

David Eugene Bott

Financial advisor at Cetera Investment Advisers

Sugar Land, TX 77478CPA/PFSTop 8% by experience in Texas
Call the officeDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 8% by experience in Texas
Office14090 Southwest Freeway Suite 200, Sugar Land, TX 77478
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

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.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. Sep 2025 – now
    Cetera Investment Advisers LLCCurrent firm
  2. Aug 2025 – Sep 2025
    Avantax Advisory ServicesPreviously
  3. 1993 – 2014
    Avantax Advisory ServicesPreviously

Questions to ask David

Tailored to David’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Eugene Bott. David works from the Sugar Land, TX office.

How long has David been a financial advisor?

David has been in the industry since 1992, about 34 years. Top 8% by experience in Texas.

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.

Other advisors nearby

Wells Fargo Advisors
47yrs
Bruce Edward Piccirillo
Financial advisor
245 Commerce Green Suite 200
Sugar Land, TX 77478
Top advisor by experience at Wells Fargo Advisors
Fiduciary
Call Directions
Morgan Stanley
47yrs
Ward Whiton Pendleton
Financial advisor
16554 Creek Bend Drive Suite 100
Sugar Land, TX 77478
Top 1% by experience in Texas
Fiduciary
Call Directions
Wesley Owen Bales Investment Advisory Service
46yrs
Wesley Owen Bales
Financial advisor
7422 Greatwood Lake Dr, N/A
Sugar Land, TX 77479
Top 1% by experience in Texas
Fiduciary
Call Directions
RBC Capital Markets
45yrs
Diana Hathway Alexander
Financial advisor
2150 Town Square Place Suite 310
Sugar Land, TX 77479
Top 1% by experience in Texas
Fiduciary
Call Directions

See all advisors near Sugar Land