Falls Church, VA West Broad Street Office

David Yeakel Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Yeakel And Associates, a CPA firm, since 1989. Outside of his advisory role, he owns and manages a financial services DBA and is involved in non-investment property management activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Daniel Yeakel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he provides CPA services including tax, accounting, and non-attest services through Yeakel & Associates and operates a marketing business focused on precision contest and sweepstakes participation. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors.