Theodore Chamberlain (CRD# 4659191) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, NC and has over 5 years of experience in the finance industry.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors | Greenwood Village, CO | Mar 2023 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2023 - Current | 1 |
| Door Dash | San Francisco, CA | Mar 2023 - Current | 1 |
| Walmart Dba Spark Delivery | Bentonville, AR | Mar 2023 - Current | 1 |
| Cetera Investment Advisers LLC | Jacksonville, NC | Jun 2018 - Current | 5 |
| Cetera Investment Services LLC | St.cloud, MN | Jun 2018 - Current | 5 |
| Canandaigua National Bank | Canandaigua, NY | Jul 2017 - Mar 2023 | 5 |
| Lyons National Bank | Macedon, NY | Apr 2015 - Jul 2017 | 2 |
| Jp Morgan Chase | Rochester, NY | Feb 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- NJ
- NY
- NC
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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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