Stuart Cavness, financial advisor Chehalis WA

Stuart Cavness

CRD Number: 6290766
Current Firm: Cetera Investment Advisers LLC

Stuart Cavness (CRD# 6290766) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chehalis, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Jason Andrew, financial advisor Chehalis WA
Jason C. Andrew
CRD# 5198560
Cetera Investment Advisers LLC
Similar Advisors
Samuel Armour, financial advisor Chehalis WA
Samuel E. Armour
CRD# 7007029
Ragnar Wealth Management, LLC
Similar Advisors
John Baker, financial advisor Chehalis WA
John J. Baker
CRD# 2740687
Lpl Financial LLC
Company Name Location Dates Years
Cetera Advisors LLC Chehalis, WA Sep 2022 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL Nov 2020 - Current 3
University Of Washington Seattle, WA Jan 2012 - Current 12
First Allied Securities, Inc. San Diego, CA Jan 2014 - Sep 2022 8
First Allied Advisory Services, Inc. Chesterfield, MO Apr 2016 - Nov 2020 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for Stuart A. Cavness
Phone Number: 310-257-7880
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.