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David Kirk Biddle

Advisor at Cetera — San Leon, TX

Updated today

Credentials

Series 66

Experience

14 years

Location

San Leon, TX

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,086 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

David Biddle is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He worked at Edward Jones for 13 years before joining Cetera in 2025. Outside of his advisory role, he is a financial planner at Totus Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with over 10,000 advisors and roughly $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

San Leon, TX

San Leon TX

Advisors at this office

1

Most active in

Texas

Work history

14 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera ADVISORS LLC

2025 - Present • 1 year

St Cloud, MN

UnEMPLOYED

2025 - 2025 • 1 year

San Leon, TX

Edward Jones

2012 - 2025 • 13 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Spencer S

Series 66, Series 65

League City, TX

US Growth Partners, LLC

Spencer Smith is a financial advisor at US Growth Partners, LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has worked with several firms, including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. Outside of advising, he serves as a business consultant to Northstar Industries in Houston, focusing on product development and growth strategies. US Growth Partners, LLC serves individual, fiduciary, pooled, and institutional clients with both discretionary and non-discretionary investment management and financial planning. The firm employs multiple analysis methods to tailor portfolios to client objectives and manages a substantial portion of assets on a non-discretionary basis, a practice uncommon in its category.

Wealth management
user avatar

Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Options & derivatives strategies Real estate investing Active portfolio management
user avatar

Michael G

Series 65

Santa Fe, TX

Goodrich Financial Advisory LLC

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Options & derivatives strategies Business Financial Management Cash flow / budgeting General retirement planning Founder/Business Owner Executive
user avatar

Clayton C

Series 66

Clear Lake Shores, TX

Ridgeback Financial LLC

Clayton Curley is a financial advisor at Ridgeback Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and New Benefits. Ridgeback Financial LLC is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm offers tailored investment programs using multiple analysis methods and provides ERISA 3(21) pension consulting and participant education services.

Founder/Business Owner Retired
user avatar

Andre N

Series 66, Series 63

Houston, TX

Gravity Advisers LLC

Andre Norman is a financial advisor with Gravity Advisers LLC in Houston, TX. He holds Series 66 and Series 63 credentials and has worked in the financial services industry since 2016, including roles at Jellifin Financial, Inc., Tradier, Inc., and Opencash Finance, Inc. He is also involved with Norman Hospitality Group LLC. Gravity Advisers LLC provides digital portfolio management to individual investors through an online platform that offers preselected managed portfolios and AI-assisted custom portfolio construction. The firm combines rules-based implementation with automated rebalancing and limits managed holdings to individual equities and unleveraged ETFs, with discretionary authority granted only after client approval.

Passive / index investing
user avatar

Glenn C

Series 63, Series 65

League City, TX

Triumph Wealth Advisors, Inc.

Glenn Cook is a financial advisor at Triumph Wealth Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Equity Group and TCM Securities. Outside of his advisory role, Cook serves as a committee member and budget counselor for the People In Need benevolence committee at Clear Creek Community Church. Triumph Wealth Advisors provides non-discretionary asset management, financial planning, and consultation services to individuals, high net worth clients, and businesses, tailoring portfolios to clients’ financial conditions, objectives, and risk tolerances. The firm emphasizes client approval of transactions and utilizes a combination of equities, fixed income, mutual funds, and ETFs, while also maintaining solicitor relationships with outside managers.

General retirement planning Wealth management General tax planning
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