Cetera Advisor Networks LLC
Cetera Advisor Networks LLC (CRD# 13572) is a financial advisory firm headquartered in El Segundo, CA. They manage $46,651,447,975 in 192,956 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management46,651MILLION
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Total Number of Accounts192,956ACCOUNTS
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Average Account Value$241,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
James Greno (CRD# 3221992) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Sewickley, PA and has over 23 years of experience in the finance industry.
Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Draper, UT and has over 19 years of experience in the finance industry. Kevin Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest. We bring a thoughtful team approach to our work with individuals, families, business owners, and estate fiduciaries, as well as CPAs and attorneys. And we remain focused on our clients' evolving needs through each phase of the financial life-cycle from wealth accumulation, to preservation, to distribution.
Benjamin Abitz (CRD# 7033844) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Greensboro, NC and has over 4 years of experience in the finance industry. Benjamin Abitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond Abraham (CRD# 1073218) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Walnut Creek, CA and has over 38 years of experience in the finance industry.
Frank Acosta (CRD# 1104730) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Miami, FL and has over 23 years of experience in the finance industry. Frank Acosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bernard Adam (CRD# 1492644) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Spring, TX and has over 21 years of experience in the finance industry.
Brian Adamek (CRD# 5667452) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Bloomington, MN and has over 13 years of experience in the finance industry. Brian Adamek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.