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David M
Series 63
Farmers Branch, TX
Cetera
David McCool is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and bringing 29 years of industry experience. His career includes long tenures at Avantax and 1st Global Advisors, as well as operating his own CPA firm since 1985. He is also owner of McCool Healthcare Management, an investment advisory business, and serves as an officer and director of the BCC Golf Appreciation Association, a nonprofit supporting golf staff training. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that enables advisors to implement model portfolios, select third-party managers, or develop custom strategies.
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