Cristen Deteau, financial advisor Plano TX

Cristen Deteau

CRD Number: 4120093
Current Firm: Cetera Investment Advisers LLC

Cristen Deteau (CRD# 4120093) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plano, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Ch Wealth Management Richardson, TX Jan 2003 - Current 21
Capital Advisors Goup Plano, TX Jun 2002 - Current 21
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - May 2021 4
Summit Brokerage Services, Inc. Garland, TX Sep 2016 - Sep 2019 3
Vsr Advisory Services Overland Park, KS Nov 2008 - Sep 2016 7
Vsr Financial Services Inc. Overland Park, KS Jan 2003 - Sep 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Cristen R. Deteau
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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

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