Richard
Bachand

Cetera Investment Advisers LLC

CRD#2067113
Investment Advisor
in Avon, CT

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About this Advisor

Richard Bachand is a financial advisor based in Avon, Connecticut, working with Cetera Investment Advisers LLC. Richard has previously held positions at Ing Financial Partners, Inc, Tarlov Financial Group, Voya Financial Advisors, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Richard is part of Cetera Investment Advisers LLC, which operates out of Avon, Connecticut. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

20 Tower Ln Ste 210
Avon, CT 06001

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

CT Average: 44
Total Number of Accounts

423,554

CT Average: 2,564
Average Account Size

$246,648

CT 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

Richard Bachand Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Cetera Advisor Networks LLC

2005 - Present (19 years)

Tarlov Financial Group

2014 - 2021 (7 years)

Voya Financial Advisors

2005 - 2014 (9 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Richard Bachand 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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