Cetera Investment Advisers
34yrs
Top advisor by experience in Highland Beach
21yrs
David Elefant
Financial advisor at Cambridge Investment Research Advisors
David Elefant is a fiduciary financial advisor in Highland Beach, Florida, with 21 years in the industry. David joined Cambridge Investment Research Advisors in 2026, after 11 years at Commonwealth Financial Network and ten years at Cetera Investment Advisers. David holds the CPA/PFS designation.
One of 9 advisors with offices in Highland Beach, and one of 7 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Florida
OfficeHighland Beach, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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.
Career
- Feb 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2015 – 2026Commonwealth Financial NetworkPreviously
- 2005 – 2015Cetera Investment Advisers LLCPreviously
Contact David
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for David. Highland Beach, FLOffice · Get directions Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- 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 Cambridge Investment Research Advisors at (641) 472-5100 and ask for David Elefant. David works from the Highland Beach, FL office.
How long has David been a financial advisor?
David has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Florida.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask David 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.
Other advisors nearby
Osaic Wealth
34yrs
Top 10% by experience in Florida
LPL Financial
32yrs
Top 12% by experience nationwide
Cetera Investment Advisers
25yrs
More experience than 72% of advisors nationwide
Forum Financial Management
20yrs
More experience than 63% of advisors at Forum Financial Management
Grow Planning
11yrs
11 years in the industry