United Planners' Financial Services of America a Limited Partner
43yrs
Top advisor by experience in Bulverde
31yrs
Daniel Deviney
Financial advisor at Cetera Investment Advisers
Daniel Deviney is a fiduciary financial advisor in Bulverde, Texas, with 31 years in the industry. Daniel joined Cetera Investment Advisers in 2025, after nine years at Avantax Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Bulverde, and one of 12 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Texas
OfficeBulverde, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2017 – 2025Avantax Advisory ServicesPreviously
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. Bulverde, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’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
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About Daniel
How do I contact Daniel?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Daniel Deviney. Daniel works from the Bulverde, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 31 years. Top 12% by experience in Texas.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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