Richard
Carlquist

Cetera Advisor Networks LLC

CRD#2648398
Investment Advisor
in San Diego, CA
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About this Advisor

Richard Carlquist is a certified financial planner based in San Diego, California. Currently a registered advisor at Cetera Advisor Networks LLC, they have accumulated a notable 23 years of professional experience. Carlquist maintains a Series 63 license, qualifying them as a securities representative. Carlquist can work with customers in California and Texas. Carlquist has gained experience at Cetera Advisor Networks LLC and Financial Network Investment Corporation. Cetera Advisor Networks LLC is headquartered in San Diego, California, and has 850 locations across the nation. In aggregate, Cetera Advisor Networks LLC manages $21 billion in assets dispersed across 75,665 accounts and retains more than 1,890 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 25% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Cetera Advisor Networks LLC offers 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, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 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, Commissions

Disclosures

No

Office Location

814 Morena Blvd Ste 108
San Diego, CA 92110

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$20,515,461,972

CA Average: $7,578,581,321
Total Number of Employees

1,890

CA Average: 43
Total Number of Accounts

75,665

CA Average: 3,727
Average Account Size

$271,135

CA Average: $2,033,427

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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

Richard Carlquist Work History

Richard has 23 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1995 - 2012 (17 years)

Financial Network Investment Corporation

Disclosures

Richard Carlquist has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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