Katherine
Creed

Cetera Investment Advisers LLC

CRD#6433211
Investment Advisor
in Phoenix, AZ

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About this Advisor

Katherine Creed is a financial advisor based in Phoenix, Arizona. Currently a registered investment advisor at Cetera Investment Advisers LLC, Creed has 10 years of work experience in the financial advisory industry. Creed has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Creed is registered to advise investors in Arizona and California. Creed has gained experience at Red Book Connect, University Of Arizona, Livorna Swim Team, First Investors Corporation, Foresters Financial Services, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is headquartered in Phoenix, Arizona, and has 1,614 offices throughout the United States. As a company, Cetera Investment Advisers LLC manages $16 billion in assets covering 78,591 accounts and retains more than 2,358 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 70,273 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Cetera Investment Advisers LLC can offer 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1702 E. Highland Ave Ste 204
Phoenix, AZ 85016

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

AZ Average: $6,674,516,078
Total Number of Employees

2,358

AZ Average: 44
Total Number of Accounts

78,591

AZ Average: 2,564
Average Account Size

$201,910

AZ Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Katherine Creed Work History

Katherine has 10 years of experience.

2019 - Present (2 years)

Cetera Investment Services LLC

2019 - Present (2 years)

Cetera Investment Advisers LLC

2017 - 2019 (2 years)

Foresters Financial Services

2015 - 2015 (< 1 year)

First Investors Corporation

2015 - 2017 (2 years)

First Investors Corporation

2014 - 2014 (< 1 year)

Red Book Connect

2012 - 2012 (< 1 year)

Livorna Swim Team

2011 - 2011 (< 1 year)

Livorna Swim Team

2010 - 2014 (4 years)

University Of Arizona

2010 - 2010 (< 1 year)

Livorna Swim Team

Disclosures

Katherine Creed has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Joseph Zito
Iselin, NJ
Louis Mickavicz
Olyphant, PA
Trey Toifel
Fairhope, AL
Sheryl Curtis
Albuquerque, NM
Wendi-Ann Francis
Houston, TX
Andrew Coker
Pearl River, NY
Arne Hogg
Denver, CO
Kenneth Hamilton
San Antonio, TX

This content was compiled from the SEC and FINRA.

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