Summer Pretzer (CRD# 3092389) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 25 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Cetera Advisors LLC | San Diego, CA | Apr 2021 - Current | 3 |
Cetera Financial Specialists LLC | San Diego, CA | Apr 2021 - Current | 3 |
Cetera Investment Services LLC | San Diego, CA | Apr 2021 - Current | 3 |
Cetera Advisor Networks LLC | San Diego, CA | Apr 2017 - Current | 7 |
First Allied Securities, Inc. | San Diego, CA | Apr 2021 - Sep 2022 | 1 |
Academy Securities Inc. | San Diego, CA | Dec 2015 - Apr 2017 | 1 |
Lpl Financial LLC | San Diego, CA | Mar 2011 - Nov 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1998 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- CA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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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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