ChooseAFinancialAdvisor.com
Advisors / Virginia / Midlothian
42yrs

John Duni

Financial advisor at Cetera Investment Advisers

Based in Midlothian, Virginia, John Duni is a financial advisor with 42 years of industry experience. John has been with Cetera Investment Advisers since 2023; before that, John spent six years at Securian Financial Services and less than a year at MML Investors Services. John holds the ChFC designation.

One of 236 advisors with offices in Midlothian.

Midlothian, VA 23113ChFCTop 2% by experience at Cetera Investment Advisers

At a glance

Experience42 years (since 1984)
How that compares ?Top 2% by experience at Cetera Investment Advisers
Office130 Wylderose Dr, Midlothian, VA 23113
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.

Designations

ChFC

Licenses

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

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2023 – now
  2. 2017 – 2023
    Securian Financial Services, Inc.Previously
  3. Mar 2017 – May 2017
  4. 2015 – 2017
    MSI Financial Services, Inc.Previously
  5. 1999 – 2015
    New England SecuritiesPreviously

Questions to ask John

Tailored to John’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 John

How do I contact John?

Call Cetera Investment Advisers at (310) 257-7880 and ask for John Duni. John works from the Midlothian, VA office.

How long has John been a financial advisor?

John has been in the industry since 1984, about 42 years. Top 2% by experience at Cetera Investment Advisers.

What licenses does John hold?

Series 63. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is John paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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

LPL Financial
47yrs
Kenneth Cortright
Financial advisor
5309 Commonwealth Centre Parkway. Suite 407
Midlothian, VA 23112
Top advisor by experience in Midlothian
Fiduciary
Call Directions
Cetera Investment Advisers
45yrs
Leo Whitlow
Financial advisor
130 Wylderose Dr
Midlothian, VA 23113
Top 1% by experience at Cetera Investment Advisers
Fiduciary
Call Directions
Ameriprise Financial Services
44yrs
William Hannan
Financial advisor
1 Park West Circle Suite 208
Midlothian, VA 23114
Top 1% by experience in Midlothian
Fiduciary
Call Directions
James River Asset Management
44yrs
Alvin Miller
Financial advisor
15521 Midlothian Tnpk. Suite 100
Midlothian, VA 23113
Top 1% by experience in Virginia
Fiduciary
Call Directions
Cetera Investment Advisers
43yrs
Michael White
Financial advisor
130 Wylderose Dr
Midlothian, VA 23113
Top 1% by experience at Cetera Investment Advisers
ChFCFiduciary
Call Directions
Colonial River Wealth Management
43yrs
John Robertson
Financial advisor
340 Browns Hill Court
Midlothian, VA 23114
Top advisor by experience at Colonial River Wealth Management
Fiduciary
Call Directions

See all advisors near Midlothian