North Richland Hills, TX Davis Blvd. Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
5587 Davis Blvd., Ste 100
North Richland Hills TX 76180
Advisors at this office
3
Advisors at this office
Daniel P
Series 63, Series 65
North Richland Hills, TX
Cetera
Daniel Porter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 48 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. from 2008 until joining Cetera in 2022. Outside of his advisory role, he is involved with Porter, Morgan & Associates, a business he has operated since 2008. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services across multiple program structures and custodial relationships, with assets under management exceeding $256 billion.
Mark M
Series 63
North Richland Hills, TX
Cetera
Mark Morgan is a financial advisor with Cetera, holding a Series 63 designation and 48 years of industry experience. His career includes prior roles at First Allied Advisory Services, First Allied Securities, and Cetera. He also serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager platform and various program options.
Jacques L
Series 66
North Richland Hills, TX
Cetera
Jacques Lescoat is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has worked with Cetera Advisors LLC and Porter Morgan and Associates Wealth Management since 2014. He also holds a role at Porter Morgan and Associates Wealth Management, operating as a financial professional. Cetera Investment Advisers LLC serves a broad client base including individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.
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