Cetera Investment Advisers LLC

Investment Advisor
in Jacksonville, FL

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About this Advisor

Kevin Delvalle is a certified financial planner working out of Jacksonville, Florida, with a total of 1 year of industry experience. Delvalle works at Cetera Investment Advisers LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bks Partners, Kestra Investment Services, LLC, Raymond James Financial Services, Inc, Fleishel Financial Associates, Inc, Fleishel Financial Associates, Raymond James Financial Services Advisors, Inc, Regions Bank, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Delvalle holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Cetera Investment Advisers LLC is a company that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in assets among its 176,986 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a diverse array 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. Fees for financial advice vary depending on which services are offered. Fees billed by Cetera Investment Advisers LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

1 year

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

9768 Lantern St
Jacksonville, FL 32225

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management


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


FL Average: 44
Total Number of Accounts


FL Average: 2,564
Average Account Size


FL 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

Kevin Delvalle Work History

Kevin has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Regions Bank

2022 - Present (1 year)

Cetera Investment Advisers LLC

2022 - Present (1 year)

Cetera Investment Services LLC

2021 - Present (2 years)

Raymond James Financial Services, Inc

2021 - Present (2 years)

Fleishel Financial Associates, Inc

2021 - Present (2 years)

Fleishel Financial Associates

2021 - Present (2 years)

Raymond James Financial Services Advisors, Inc

2018 - 2021 (3 years)

Kestra Investment Services, LLC

2016 - 2021 (5 years)

Bks Partners

2013 - 2018 (5 years)

Merrill Lynch, Pierce, Fenner & Smith 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.


Please visit the SEC profile of Kevin Delvalle 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
Larry Ellis
Edmond, OK
Howard Hsieh
Irvine, CA
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

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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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