Edward Ventham, financial advisor Astoria OR
93 score

Edward Ventham

CRD Number: 2001984
Current Firm: Cetera Investment Advisers LLC

Edward Ventham (CRD# 2001984) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Astoria, OR and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Astoria, OR Jan 2014 - Current 2
Columbia State Bank The Dalles, OR Mar 2010 - Current 6
Cetera Investment Services LLC St Cloud, MN Sep 2000 - Current 16
Columbia River Bank The Dalles, OR Sep 2000 - Mar 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Edward C. Ventham
Phone Number: 888-528-2987
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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