Whitney SissonCRD Number: 6387835
Current Firm: Cetera Investment Advisers LLC
Whitney Sisson (CRD# 6387835) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, KY and has over 2 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Cetera Investment Advisers LLC||Lexington, KY||Oct 2014 - Current||2|
|Cetera Investment Services LLC||St.cloud, MN||Aug 2014 - Current||2|
|Cumberland Valley Nb||Lodnon, KY||Aug 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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