Cetera Investment Advisers LLC
Cetera Investment Advisers LLC (CRD# 105644) is a financial advisory firm headquartered in Schaumburg, IL. They manage $7,816,218,055 in 41,288 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,816MILLION
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Total Number of Accounts41,288ACCOUNTS
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Average Account Value$189,310
- 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
Aaron Garabedian (CRD# 6184068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fresno, CA.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement, the decisions can be overwhelming.
That’s where we come in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Your personal financial goals are what we strive to reach with a customized approach that adapts as your life does. We work with you to create a mutually beneficial and respected long-term relationship.
For more information about my firm and our services, please call. We would enjoy learning more about your goals and dreams.
We provide assistance in the following areas:
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Investments
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
James Hayes (CRD# 2845387) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Turlock, CA and has over 18 years of experience in the finance industry.
Amy Thompson (CRD# 4326010) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arlington Heights, IL and has over 17 years of experience in the finance industry.
Jason Adams (CRD# 5174590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orlando, FL and has over 11 years of experience in the finance industry. Jason Adams 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.
Larry Alderson (CRD# 2924528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sayre, PA and has over 20 years of experience in the finance industry. Larry Alderson 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 Alvarez (CRD# 4527500) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sayville, NY and has over 15 years of experience in the finance industry. Raymond Alvarez 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.
Kelly Anderson (CRD# 5119948) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, MN and has over 11 years of experience in the finance industry. Kelly Anderson 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.
Michael Anliker (CRD# 3244116) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen Allen, VA and has over 18 years of experience in the finance industry. Michael Anliker 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.