Cetera Investment Advisers LLC
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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
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Cetera Investment Advisers LLC Brokerage Details
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.*
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Raymond James Financial Services, Inc
Fleishel Financial Associates, Inc
Fleishel Financial Associates
Raymond James Financial Services Advisors, Inc
Kestra Investment Services, LLC
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
Fort Lauderdale, FL
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 firstname.lastname@example.org.
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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.