1/10/2024 0 Comments Jennifer m casselberry faceboofThere are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Not review the ongoing performance of any RIA/IAR, participate in the management of any user’sĪccount by an RIA/IAR or provide advice regarding specific investments Platform based on information gathered from users through our online questionnaire. Investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching Services are limited to referring users to third party registered investment advisers and/or Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data Fees charged by Cetera Advisor Networks LLC likely consist of asset-based, hourly, fixed and commission-based fees. Cetera Advisor Networks LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars.Ī financial advisor's fee schedules largely depend on which services the firm provides the client. Of its 174,993 customer accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets. The firm advises 698 charities and foundations. It administers $50 billion in total assets between its 174,993 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The company has offices in 889 locations and a total of 2,867 people on staff. Casselberry holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California.Ĭetera Advisor Networks LLC is a business based out of San Diego, California. Their career trajectory has included roles at Lpl Financial LLC, Lpl Financial, LLC, Independent Financial Group, Cetera Adviser Networks LLC, Cetera Advisers LLC, Cetera Investment Services LLC, First Allied Securities Inc, Cetera Financial Specialists and Lyft. Casselberry currently works for Cetera Advisor Networks LLC. Jennifer Casselberry is a financial advisor who works out of San Diego, California, who has been in the advisory business for 14 years.
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