DB
David O. Burns
CETERA INVESTMENT ADVISERS LLC
FARMINGTON, UT 84025
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CRD#: 4785623
DB
Professional summary
David Odell Burns, who also goes by David Burns, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Farmington, Utah and CETERA WEALTH SERVICES, LLC located in Murray, Utah.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. David has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Burns
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) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: NO, ADDRESS: 234 E 2200 SOUTH, KAYSVILLE, UT 84037, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE), POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE ; START DATE: 8/16/2006 APX NUMBER OF HOURS PER MONTH: N/A, APX NUMBER OF HOURS DURING TRADING HOURS: N/A ; BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REPRESENTATIVE; (2) NAME OF OTHER BUSINESS: BURNS & ASSOCIATES ; INVESTMENT RELATED: NO, ADDRESS: 234 E 2200 SOUTH, KAYSVILLE, UT 84037, NATURE OF BUSINESS: DBA FOR FIXED INCOME, POSITION/TITLE/RELATIONSHIP: OWNER/ CEO START DATE: 08/16/2006 APPROX NUMBER OF HOURS PER MONTH: 5 HOURS PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: OWNER OF CORPORATION TO RUN BUSINESS THROUGH; (3) NAME OF OTHER BUSINESS: RETIREMENT HEALTH SOLUTIONS, INVESTMENT RELATED: NO, ADDRESS: 234 E 2200 SOUTH, KAYSVILLE, UT 84037, NATURE OF BUSINESS: HEALTH INSURANCE FOR INDIVIDUALS 65 YEARS AND OLDER, POSITION/TITLE/RELATIONSHIP: OWNER/CEO/PRESIDENT, START DATE: 03/25/2008, APPROX NUMBER OF HOURS PER MONTH: 5 HOURS PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: PRESIDENT, START-UP COMPANY WHICH IS LOOKING TO RECRUIT AGENTS TO SELL MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENTAL; (4) NAME OF OTHER BUSINESS: TYTAN SECURITY, INVESTMENT RELATED: NO, ADDRESS: N/A, NATURE OF BUSINESS: ALARM SYSTEM FOR HOMES AND BUSINESS, POSITION/TITLE/RELATIONSHIP: PART OWNER/CFO, START DATE: 04/01/2011, APPROX NUMBER OF HOURS PER WEEK: HALF HOUR PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: CFO - HELP OVERSEE THE OPERATIONS; (5) NAME OF OTHER BUSINESS: ADONIS AUTO GROUP & ADONIS FINANCIAL, INVESTMENT RELATED: NO, ADDRESS: 804 NORTH WATSON ROAD, ARLINGTON, TX 76011., NATURE OF BUSINESS: CAR DEALERSHIP & FINANCING, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 06/21/2012, APX NUMBER OF HOURS PER WEEK: 2 HOURS PER WEEK, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: STRATEGIC ANALYST, ADVISOR, PRIMARY INVESTOR & OWNER. SELLING AUTOMOBILES & FINANCING THE CARS; (6) NAME OF OTHER BUSINESS: SUMMIT VIEW FINANCIAL LLC ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: NAME OF FINANCIAL PLANNING PRACTICE, FOR MARKETING PURPOSES ONLY ; (7) . NAME OF OTHER BUSINESS: JBJ HOLDINGS, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: OFFICE BUILDING START DATE: 12/2019 POSITION/TITLE/RELATIONSHIP: PARTNER LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICE BUILDING TO HOUSE FINANCIAL PLANNING BUSINESS; (8) NAME OF OTHER BUSINESS: PEAK FINANCIAL NETWORK SOLUTIONS, LLC, INVESTMENT RELATED: YES, ADDRESS: 114 W. WINCHESETER, MURRAY, UT 84107, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: ENTITY THAT OVERSEES BROKERS/ADVISORS UNDER CETERA IN OUR REGION; (9) NAME OF OTHER BUSINESS: KAIZEN CAPITAL LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: HOLDING COMPANY, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: ENTITY IS LLC TO HOLD OWNERSHIP SHARES OF PEAK FINANCIAL NETWORK SOLUTIONS;
CRS (Client Relationship Summary) - RIA
Click below to view David Odell Burns'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®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1361 N 1075 W Suite 15, Farmington, UT 84025Office #2: 114 W Winchester Street, Suite 100, Murray, UT 84107RIA
CRD#: 105644
FARMINGTON, UT
Current
September 2, 2009 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 114 W Winchester Street, Suite 100, Murray, UT 84107Office #2: 1361 N 1075 W Suite 15, Farmington, UT 84025BD
CRD#: 13572
Murray, UT
Past
September 23, 2009 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MURRAY, UT
Past
March 3, 2008 - September 8, 2009
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
KAYSVILLE, UT
Past
March 3, 2008 - September 2, 2009
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Past
March 3, 2008 - September 8, 2009
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
KAYSVILLE, UT
Past
June 20, 2006 - December 31, 2007
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
OGDEN, UT
Past
May 16, 2005 - December 31, 2007
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
OGDEN, UT
Past
June 15, 2004 - May 19, 2005
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
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
Utah(9/2/2009)
IAR
Utah(6/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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 | ||
| 11/18/2022 |
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#: 105644Farmington, UT 84025TRUST BUT VERIFY
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