Louis
Devicaris

Cetera Investment Advisers LLC

CRD#5014295
Investment Advisor
in Mcdonough, GA

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About this Advisor

Louis Devicaris is a certified financial planner based out of Mcdonough, Georgia who has 1 year of relevant experience. Devicaris works at Cetera Investment Advisers LLC. During their career, the advisor has held roles at Euler Industrial Real Estate, Innovative Financial Consultants, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, Regions Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Devicaris has Series 66, Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Cetera Investment Advisers LLC is a company based in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets across its 176,986 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 431 charitable organizations. Of its 176,986 client accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Cetera Investment Advisers LLC offers a number of services, such as 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. Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by Cetera Investment Advisers LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

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

120 Keys Ferry Street
Mcdonough, GA 30253

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

GA Average: 44
Total Number of Accounts

176,986

GA Average: 2,564
Average Account Size

$188,469

GA 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

Louis Devicaris Work History

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

2022 - Present (2 years)

Regions Bank

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2018 - 2022 (4 years)

Lpl Financial LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - 2018 (5 years)

Wells Fargo Bank Na

2009 - 2014 (5 years)

Innovative Financial Consultants

2007 - 2013 (6 years)

Euler Industrial Real Estate

*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.

Disclosures

Please visit the SEC profile of Louis Devicaris 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

Michelle Yang
San Marino, CA
Stuart Wilson
Athens, AL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Joseph Charron
Oklahoma City, OK
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 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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