DW
David G. Wurster
CETERA INVESTMENT ADVISERS
MYRTLE BEACH, SC 29577
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CRD#: 4540515
DW
David Gregory WursterCETERA INVESTMENT ADVISERS
Professional summary
David Gregory Wurster, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Myrtle Beach, South Carolina and CETERA WEALTH SERVICES, LLC located in Myrtle Beach, South Carolina.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. David has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) PALMETTO COAST CAPITAL LLC; SINCE 06/01/2011; SAME AS BRANCH ADDRESS; OWNER/100%; COMMISSION SALES OF FIXED INSURANCE PRODUCTS. ALL FIXED INDEXED ANNUITIES & INDEXED UNIVERSAL LIFE PRODUCTS WILL BE CONDUCTED THROUGH FINANCIAL INDEPENDENCE GROUP (FIG) FROM CORNELIUS, NC. IT IS MY UNDERSTANDING THAT FIG IS AN APPROVED IMO FOR SUMMIT. THESE INDEXED PRODUCTS WILL BE SOLD & SOLICITED THROUGH SUMMIT BROKERAGE SERVICES. ALSO, SELF BRANDING DBA TO MARKET OUR INVESTMENT ADVISORY & SECURITIES PRACTICE. 25-40 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (2) DBA FOR PALMETTO COAST CAPITAL, LLC; SINCE 06/01/2014; SAME AS BRANCH ADDRESS; COLLEGE FUNDING PLANNER; COLLEGE PLANNING: FOR A FEE ($500-$1500)WE WILL WORK WITH PARENTS OF COLLEGE BOUND HIGH SCHOOL STUDENTS AND PROVIDE THEM WITH COLLEGE AID ELIGIBILITY REPORTS THAT WILL CALCULATE ESTIMATED FAMILY CONTRIBUTION (EFC) AND COLLEGE AID AWARD HISTORY FOR COLLEGES/UNIVERSITIES THEIR CHILD IS INTERESTED IN ATTENDING AND FORECAST OUT OF POCKET EXPENSES FOR EACH. WHAT IF ANALYSIS WILL SHOW FAMILIES HOW CHANGES TO THEIR PERSONAL FINANCIAL STRUCTURE MAY RESULT IN GREATER FINANCIAL AID ELIGIBILITY. COMPUTER SOFTWARE WILL AID IN GENERATING THESE REPORTS. WE WILL CONDUCT WORKSHOPS AS A PRIMARY MARKETING STRATEGY. 40 HOURS SPENT ON ACTIVITY PER MONTH, 25 HOURS SPENT ON ACTIVITY DURING TRADING HOURS (3) INSURANCE AGENT; SINCE 01/01/2013; SAME AS BRANCH ADDRESS; INSURANCE AGENT; SALE OF FIXED LIFE INSURANCE, LTC, DISABILITY MEDICAL SUPP AND FIXED ANNUITIES; 10 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (4) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:3/2021 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 5) NAME OF OTHER BUSINESS: CHILDHOOD CANCER OPTIMIST CLUB OF SC; INVESTMENT RELATED: NO; ADDRESS: 1254 HARVESTER CIRCLE, MYRTLE BEACH, SC 29579; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COORDINATE FUNDRAISERS WITH GENERAL MEMBERS TO RAISE FUNDS FOR CHILDHOOD CANCER CHARITY; 6) NAME OF OTHER BUSINESS: GBN BUSINESS NETOWERKING INVESTMENT RELATED: NO ADDRESS: 1293 PROFESSIONAL DRIVE SUITE 205, MYRTLE BEACH SC 29577 NATURE OF BUSINESS: BUSINESS NETWORKING START DATE: 7/15/2026 POSITION/TITLE/RELATIONSHIP: MEMBERSHIP COMMITEE APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROCESS APPLICATIONS FOR NEW MEMBERS
CRS (Client Relationship Summary) - RIA
Click below to view David Gregory Wurster's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1293 Professional Drive Suite 205, Myrtle Beach, SC 29577RIA
CRD#: 105644
MYRTLE BEACH, SC
Current
September 20, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1293 Professional Drive Suite D, Myrtle Beach, SC 29577BD
CRD#: 13572
MYRTLE BEACH, SC
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MYRTLE BEACH, SC
Past
January 7, 2013 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
MYRTLE BEACH, SC
Past
January 2, 2013 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
MYRTLE BEACH, SC
Past
August 20, 2010 - January 2, 2013
FINANCIAL ADVISERS OF AMERICA, LLC
RIA
CRD#: 142170
MYRTLE BEACH, SC
Past
August 20, 2010 - January 2, 2013
FINANCIAL ADVISERS OF AMERICA, LLC
BD
CRD#: 142170
MYRTLE BEACH, SC
Past
May 5, 2010 - August 30, 2010
CAPE INVESTMENT ADVISORY, INC.
RIA
CRD#: 146384
MCDONOUGH, GA
Past
September 24, 2009 - August 30, 2010
CAPE SECURITIES INC.
BD
CRD#: 7072
MYRTLE BEACH, SC
Past
June 7, 2007 - September 25, 2009
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
TAMPA, FL
Past
December 8, 2005 - September 25, 2009
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
MYRTLE BEACH, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(4/2/2026)
RR
Florida(9/21/2019)
RR
Georgia(1/27/2025)
RR
Idaho(11/13/2024)
RR
Illinois(1/2/2026)
RR
Kentucky(11/10/2023)
RR
Maine(1/2/2026)
RR
Maryland(3/15/2023)
RR
Michigan(9/20/2019)
RR
New Hampshire(3/15/2023)
RR
New York(5/13/2021)
RR
North Carolina(9/20/2019)
RR
Ohio(9/20/2019)
RR
Oregon(9/20/2019)
RR
Pennsylvania(9/20/2019)
RR
South Carolina(9/20/2019)
IAR
South Carolina(6/29/2023)
RR
Tennessee(1/4/2024)
RR
Virginia(9/20/2019)
RR
Washington(11/13/2025)
RR
Wisconsin(3/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Myrtle Beach, SC 29577TRUST BUT VERIFY
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