Donald
Riley
Cetera Investment Advisers LLC
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About this Advisor
Donald Riley is a certified financial planner operating out of Hammond, Louisiana with a total of 1 year of relevant experience. Riley currently works for Cetera Investment Advisers LLC. During their career, Riley has held roles at Hancock Investment Services, Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Hancock Whitney Bank. Riley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana and Texas. Cetera Investment Advisers LLC is a firm based out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets among its 176,986 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides a broad range 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. Fees charged by financial advisors largely depend on which services are provided. Fee types charged by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Donald Riley Work History
Donald has been registered as a financial advisor for 1 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Hancock Whitney Bank
Hancock Investment Services, 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.
Disclosures
Please visit the SEC profile of Donald Riley 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
San Marino, CA
Morris Plains, NJ
Philadelphia, PA
Irvine, CA
Poughkeepsie, NY
Knoxville, TN
Pittsburgh, PA
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.
