Cetera Advisor Networks LLC
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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
Years of Experience
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Cetera Advisor Networks LLC Brokerage Details
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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.
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Richard Carlquist has no disclosures.
Please visit their SEC profile for more details.