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David D
CFP®, Series 63, Series 65
Marblehead, MA
Cetera
David Dugan is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at firms including Wells Fargo Clearing, Winslow, Evans & Crocker, and A. G. Edwards & Sons. In addition to his advisory role, he is licensed as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management services and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party investment strategies.
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