Herbert
Messick
Cetera Advisor Networks LLC
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About this Advisor
Herbert Messick is a certified financial planner and chartered financial consultant working in Whittier, California who has 26 years of industry experience. Messick is on the advisory team at Cetera Advisor Networks LLC. Messick has gained experience at Quantum Econometrics Corp, Quantum Econometrics, LLC and Cetera Advisor Networks LLC. Messick has a Series 63 license, designating them as a securities representative, and is approved to advise clients in California and Texas. Cetera Advisor Networks LLC is a financial advisory company that has its headquarters in El Segundo, CA. The investment advisory business has offices in 889 locations and a total of 2,881 advisors. It has $47 billion in total assets across its 192,956 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 664 charities and foundations. Of its 192,956 client accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cetera Advisor Networks LLC performs a number 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. Financial management fee schedules are based on which service is offered. However, fee types billed by Cetera Advisor Networks LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisor Networks LLC Brokerage Details
$46,651,447,975
2,881
192,956
$241,772
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
Herbert Messick Work History
Herbert has been registered as a financial advisor for 26 years.*
Cetera Advisor Networks LLC
Quantum Econometrics, LLC
Quantum Econometrics Corp
*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 Herbert Messick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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