Edward VenthamCRD 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 28 years of experience in the finance industry.
Nations Financial Group, Inc.
Invest Financial Corporation
Fsc Securities Corporation
|Cetera Investment Advisers LLC||Astoria, OR||Jan 2014 - Current||4|
|Columbia State Bank||The Dalles, OR||Mar 2010 - Current||8|
|Cetera Investment Services LLC||St Cloud, MN||Sep 2000 - Current||17|
|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|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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