Craig
Mccomb

Cetera Investment Advisers LLC

CRD#2228861
Investment Advisor
in San Diego, CA

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About this Advisor

Craig Mccomb is a financial advisor based in San Diego, California with a total of 3 years of relevant experience. Mccomb is an advisor for Cetera Investment Advisers LLC. Mccomb has gained experience at First Allied Securities, Inc, First Allied Advisory Services, Inc, Cetera Investment Services LLC, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and Summit Brokerage Services, Inc. Mccomb holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 people on staff. It handles $33 billion in assets between its 176,986 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 431 charities and foundations. Of its 176,986 customer accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC provides a broad assortment of services, such as 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Cetera Investment Advisers LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

655 W Broadway 12Th Fl
San Diego, CA 92101

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

CA Average: 44
Total Number of Accounts

176,986

CA Average: 2,564
Average Account Size

$188,469

CA Average: $2,603,165

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

Craig Mccomb Work History

Craig has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cetera Investment Advisers LLC

2016 - Present (8 years)

Cetera Investment Services LLC

2016 - Present (8 years)

Cetera Advisor Networks LLC

2016 - Present (8 years)

Cetera Advisors LLC

2016 - Present (8 years)

Cetera Financial Specialists LLC

2017 - 2019 (2 years)

Summit Brokerage Services, Inc

2012 - 2020 (8 years)

First Allied Advisory Services, Inc

2007 - 2022 (15 years)

First Allied Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Craig Mccomb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Ricardo Sanchez
Fort Lauderdale, FL
Harry Hewes
Gulfport, MS
Stuart Wilson
Athens, AL
Eric Siegeltuch
Yonkers, NY
Kory Doty
Effingham, IL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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