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Financial ADVSR advisor directory · SEC adviser records

Cetera Investment Advisers LLC financial advisors in Port Charlotte, FL

Every SEC-registered investment adviser representative at a Cetera Investment Advisers LLC office in Port Charlotte, A to Z.

The short answer

3 registered advisors work at Cetera Investment Advisers LLC in Port Charlotte, out of 9,253 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Cetera Investment Advisers LLC advisors in Port Charlotte, A to Z

Every Cetera Investment Advisers LLC advisor →

Cetera Investment Advisers LLC advisors in every city and state →Cetera Investment Advisers LLC: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Investment Advisers LLC advisors in other cities

San Diego, CA 107Omaha, NE 100Phoenix, AZ 94Dallas, TX 89Minneapolis, MN 89St Louis, MO 85Houston, TX 75Scottsdale, AZ 73El Segundo, CA 72New York, NY 66Overland Park, KS 63St Cloud, MN 57Tampa, FL 55Honolulu, HI 52Minnetonka, MN 52

Other firms in Port Charlotte

All Port Charlotte advisors →

Synovus Securities, Inc. 8Edward Jones 6Coquina Private Wealth Advisors 5Ideal Retirement Solutions 3LPL Financial LLC 3Pfs Investments Inc. 3Strategic Advisers LLC 3

Questions

How many financial advisors does Cetera Investment Advisers LLC have in Port Charlotte?

3 investment adviser representatives are registered at Cetera Investment Advisers LLC offices in Port Charlotte, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 9,253 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Cetera Investment Advisers LLC one of the largest advisor employers in Port Charlotte?

Cetera Investment Advisers LLC ranks number 4 in Port Charlotte by registered advisors; Synovus Securities, Inc. has the most, with 8.

How do I check a Cetera Investment Advisers LLC advisor in Port Charlotte?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cetera Investment Advisers LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.