UBS Financial Services
47yrs
Top advisor by experience in Plano
26yrs
Shanth David
Financial advisor at Cetera Investment Advisers
Based in Plano, Texas, Shanth David is a fiduciary financial advisor with 26 years of industry experience. Shanth has been with Cetera Investment Advisers since 2025; before that, Shanth spent six years at Avantax Advisory Services and four years at 1st Global Advisors. 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 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 10% by experience in Plano
OfficePlano, 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
- 2019 – 2025Avantax Advisory ServicesPreviously
- 2015 – 20191st Global Advisors Inc.Previously
- Dec 2014 – Jun 2015Prospera Financial Services, Inc.Previously
- Jan 2014 – Dec 2014WFG Advisors, LPPreviously
- Nov 2012 – Jan 2014MerrillPreviously
- 2008 – 20121st Global Advisors Inc.Previously
Contact Shanth
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Shanth. Plano, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Shanth
Tailored to Shanth’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 Shanth
How do I contact Shanth?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Shanth David. Shanth works from the Plano, TX office.
How long has Shanth been a financial advisor?
Shanth has been in the industry since 2000, about 26 years. Top 10% by experience in Plano.
What licenses does Shanth hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Shanth a fiduciary?
Shanth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shanth paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Shanth 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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