Thomas Ditta, financial advisor Monroe LA
93 score

Thomas Ditta

CRD Number: 1304018
Current Firm: Cetera Investment Advisers LLC

Thomas Ditta (CRD# 1304018) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monroe, LA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Monroe, LA Jan 2014 - Current 2
Regions Bank Monroe, LA Apr 2013 - Current 3
Cetera Investment Services St. Cloud, MN Apr 2013 - Current 3
Transamerica Monroe, LA Jan 2013 - Mar 2013 < 1
Valic Financial Advisors, Inc. Baton Rouge, LA Jan 2011 - Jan 2013 2
Pathway Stones, LLC Monroe, LA Apr 2010 - Jan 2013 2
Dci Brokerage, Inc. Monroe, LA May 1998 - Feb 2011 12
Payroll Plus, Inc. Monroe, LA Oct 1997 - Jan 2011 13
Dci Administrators Monroe, LA May 1998 - Dec 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Thomas A. Ditta
Phone Number: 888-528-2987
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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